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Helping Hands for Executors

 

what you’re going through 

$

brain fog

N

Endless to do's

Limited Bereavement leave

No energy to get things done

live out of town and difficult to get things done from afar

Don't know what documents you need

u

Unclear what you should be doing

Don't know who to call

our story is your story

After losing my dad in 2012

I learned a lot about loss and how much there is to handle on top of the grief you are feeling. It wasn’t until my brother in law died in 2017, I decided I wanted to help families going through loss and transition.

The questions you have are the same questions we had then

“WHAT SHOULD WE BE DOING?”

“WHAT DO WE DO WITH THEIR THINGS?

“WHO DO WE CALL ABOUT THEIR ONLINE ACCOUNTS?”

We take on all of it, so you don’t have to.  

 

After losing my dad in 2012

I learned a lot about loss and how much there is to handle on top of the grief you are feeling. It wasn’t until my brother in law died in 2017, I decided I wanted to help families going through loss and transition.

The questions you have are the same questions we had then

“WHAT SHOULD WE BE DOING?”

“WHAT DO WE DO WITH THEIR THINGS?

“WHO DO WE CALL ABOUT THEIR ONLINE ACCOUNTS?”

We take on all of it, so you don’t have to.

 

Saving you precious time

 

Hours Saved

Closed Accounts

Status Reports Sent

Customer Service Calls Made

Are you…

Moving into senior living?

Serious about getting organized?

Dealing with the loss of a loved one?

Wanting to name an executor?

what now?

 

Get our complete guide for life’s transitions 

 

 

See what our clients have to say about working with Sunny

hear from families like you

From Cara

“When my mom had to be placed in memory care, and my husband was diagnosed with a terminal illness at the same time, Mollie was the lifeline that I needed. I didn’t even know where to begin with paperwork, bills, address updating, questions about estate planning, moving my mom and making sure all the details were being taken care of. I am so lucky to have her in my corner.”

From Kathy

I was so grateful for the help of Sunny Care Services.  My husband had paid our household bills for most of our marriage and after his passing, it was a daunting task to know where to start and how to get myself organized. Sunny Care Services helped me get the accounts switched over to my name and create a system for me to use on a monthly basis. In my grief, Sunny Care Services helped me feel like I was able to learn a new normal..”

From Steve

I needed to get back to work and had two kids that required my attention after my wife’s passing. Sunny Care Services was able to advise me on the actions I should take to close out my wife’s accounts and was able to take on some of the tasks I didn’t have time to address such as notifying credit institutions, closing out my wife’s retirement account, and memorializing social media accounts. Without Sunny Care Services’ help, I’m not sure when I would have ever gotten to these tasks.

FAQ’S

What you want to know

Are you an attorney or financial advisor?

We are not attorneys nor are we financial advisors, however, we partner with these resources, when needed, to ensure that every task that we complete for you is under their advisement. And if you do not have an estate attorney or financial advisor and your estate requires or would benefit from these resources, we are happy to connect you with our extensive network.

Do I need to live in Middle Tennessee to be able to hire Sunny Care Services?

We do not need you or your family members to live in Middle Tennessee, however, to best serve your family it is ideal that your lost loved one lived in Middle Tennessee (or the surrounding areas) when he or she passed. This allows us to be able to search the house for important information that you may not be able to locate (i.e. account information, services that need to be canceled, etc) and meet resources at the home such as realtors, estate sale companies, and dumpster pick up. If you are not sure if we can service your loved one’s estate due to location, please contact us and we will be happy to let you know if we can help.

What if I don’t want to share my loved one’s sensitive information with you? How do I know you won’t steal my lost loved one's identity?

Protecting your family’s private information is our utmost priority at Sunny Care Services and we delete any sensitive information relating to your family from our records once the work within your lost loved one’s estate is closed. That said, however, we do typically need to provide identifying information such as account names, death certificates, etc. to organizations in order to close out accounts and shut down services. We are happy to have further conversations with you about what work needs to be done to close out your loved one’s life and then determine the best way to access the information we need but in a way that makes you feel most comfortable.

How soon after a loss do you start working with families?

We typically start working you and your family a few weeks after the loss of your loved one, however, we are happy to talk with you anywhere between the time of immediately losing a loved one up to years after losing a loved one. We want to provide answers and clarity to families experiencing a loss and are happy to provide guidance whenever a family needs it. Our After Loss Checklist is a great place to start if you haven’t checked it out already.

What is the Difference between your executor services and after loss support?

In our Executor Services offering, we serve as the named executor in the estate, taking on the responsibility and liability of the executor position. 

In our After Loss Support service offering, we serve as a legal agent on behalf of the executor in the estate, meaning that we are able to make phone calls and close accounts on behalf of the executor, but the executor is still the person in charge, always giving us approval before any action is taken.  

How are you able to make phone calls and close accounts for my lost loved one if you are not a family member or executor of the estate?

When you choose for Sunny to complete the After Loss Plan for you, we ask that you sign an agreement that allows Sunny Care Services to act as a legal agent on behalf of you, the executor. Essentially this legal agency agreement allows Sunny to make phone calls, close accounts, coordinate resources on the executor’s behalf yet the executor still maintains the responsibility and control over what actions can be completed by Sunny. Sunny Care Services only takes action on tasks after receiving full approval from you and your family.

Can I gift Sunny Care Services to a family member or friend?

Yes, we are so happy to see this kind of generosity given to someone you love! What you are giving your family member or friend is peace of mind to know that it is taken care of-whether that be getting their estate documentation organized or closing out a lost loved one’s life. We are knowledgeable, organized, and gentle with the families we serve-ensuring everything is handled for them. No task is too big or small. If you are interested in gifting Sunny Care Services to a friend or family member, please contact us to learn more.

Can I prepay for Sunny Care Services After Loss Support for myself?

Yes, we do offer a prepayment option of our after loss support package, as we think this a thoughtful way to ensure there is someone supporting your family and taking on the burdensome tasks of closing out your life after you pass. We ask that if you are considering prepaying for our after loss support package, Sunny Care Services’ review your current estate documentation and organization to determine if we are a good fit to support you and your family.

Schedule a Free Consultation

Not sure if Sunny can help your particular situation?  Call us and we can let you know if Sunny is a good fit or if you need to seek other resources.