Tier 2: Full Paperwork Concierge

Our premier service provides end-to-end remote administrative coordination. We handle the logistical burdens that follow a funeral so you can focus on healing.

What’s Included

Phase 1: Immediate Actions

  • Intake call & priority timeline
  • Death certificate management
  • Identity & property security
  • Legal authority review

Phase 2: Government & Legal

  • Social Security (SSA) notification
  • Employer, Pension, and VA benefits
  • Probate guidance (non-legal)

Phase 3: Financial Control

  • Financial account discovery
  • Bank & creditor notification
  • Subscription & utility closure

Phase 4: Assets & Taxes

  • Debt education & red flag alerts
  • Asset transfer tracking
  • Tax document organization

Phase 5: Estate Closure

  • Final Estate Closure Summary
  • Long-term identity protection

What’s Not Included

To ensure clarity and compliance, ClearClosure maintains strict professional boundaries. We are your administrative partners in completion, not your legal or financial representatives.

  • No legal or tax advice
  • No financial planning or investment management
  • No acting as Executor or moving estate money
  • No signing legal documents on your behalf
  • No pretending to be family to institutions

Clear Boundaries

To ensure professional compliance and your protection, ClearClosure operates within strict limits.

⛔ No Legal or Tax Advice
⛔ No Financial Planning
⛔ No Estate Services
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100% Remote Service | Secure & Confidential