End-of-life planning and the responsibilities that follow a death can involve an overwhelming number of decisions, documents and administrative tasks. Resolve WNY provides compassionate, practical support to help individuals and families organize information, identify next steps and manage the details that can otherwise become difficult to keep track of.

Before a Loss: Getting Organized

Planning ahead can make it easier for family members to locate important information and understand an individual's wishes when a crisis occurs.

Resolve WNY can help organize:

• Important personal and family information
• Emergency contacts
• Healthcare provider and medication information
• Insurance information
• Financial account and recurring-bill information
• Property and household information
• Digital accounts and important online information
• Funeral, memorial and personal preference information
• Existing wills, trusts, powers of attorney, healthcare documents and other professionally prepared records
• Contact information for attorneys, accountants, financial professionals and other advisors
• Important document locations
• Practical household instructions
• Information family members may need in an emergency or following a death

We can also help create an organized binder or electronic record system so important information is easier for authorized family members or professionals to locate.

After a Loss: Practical Family Support

Following a death, families may suddenly be responsible for dozens of unfamiliar administrative tasks while they are grieving.

Depending on the family's needs, Resolve WNY may assist with:

• Creating an administrative next-steps checklist
• Organizing death certificates and other important records
• Organizing bills, accounts and correspondence
• Creating an inventory of known accounts and property from information provided by the family
• Assisting with administrative notifications to appropriate organizations
• Organizing information related to Social Security or survivor-benefit processes
• Helping gather documents requested by attorneys, accountants, financial institutions or government agencies
• Tracking administrative tasks and communications
• Organizing funeral or memorial planning information
• Coordinating information among authorized family members and professionals
• Helping families identify unresolved administrative matters
• Connecting families with appropriate community and professional resources

Working With Attorneys & Other Professionals

Some responsibilities following a death require legal, tax, financial or other professional advice.

Resolve WNY can help organize documents and information before meetings with estate attorneys, accountants, financial institutions, funeral professionals and other providers so families can make better use of those professional consultations.

When requested and appropriately authorized, we may also assist with administrative coordination among the family and members of their professional team.

Emotional Support & Resource Navigation

Grief can make even routine administrative responsibilities difficult.

Resolve WNY provides compassionate, nonclinical support and can help families locate grief resources, support groups, mental-health professionals and community services when additional support would be helpful.

Important to Know

Resolve WNY provides nonlegal administrative, organizational and support services. We do not prepare or provide legal advice regarding wills, trusts, powers of attorney or other estate-planning instruments; determine how estate property should be distributed; interpret a will or trust; determine inheritance rights; provide probate or estate-administration legal advice; provide tax, investment or financial advice; or represent an estate or individual in court.

Questions involving estate planning, probate, fiduciary duties, inheritance rights, taxation or interpretation of legal documents should be addressed with an appropriately licensed professional.