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