Our Services
You want to do right by your family but have no idea where to start
We are here to be your navigator through aging loved ones and loss. At Sunny, we want to serve as your guide, extra pair of hands, and organized sidekick to complete any task that you don’t have time for.
Estate Documentation Organization
You may lose sleep wondering what your family would do if anything happened to you. We work with you to organize all of your most critical estate-related information so that your family knows exactly where everything is when they need it most.
Our first step in organizing your estate documentation is to first see what you have. We review of all of your insurance policies and 401k to ensure you have the beneficiaries you want, as well as reach out to your estate attorney and financial advisors to collect any other relevant information.
We know what little known or often forgotten information is critical to sharing with your loved ones. We will compile (or order, if you do not have a copy) all of your most important documents, as well as other information like:
- What is the unlock code to your phone?
- Who is listed on your utilities as an account holder?
- What are the answers to your secret questions?
- What do you want for your body and services if something were to happen to you?
Once we compile all your documents and information, we can organize everything into one central repository — either online through our partnership with Everplans or in a physical notebook you can put in your home safe.
As part of our estate organization services, we will check in with you yearly to ensure the information we initially organized is still up to date and reflects your most accurate wishes.
After Loss Support
You have lost a loved one and want to grieve and focus on your family, but you also have to take care of tedious tasks like c