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 closing accounts and selling properties. We know what needs to be done and will take on all the tactical tasks so you can focus on what is most important to you.
Often, the first thing we recommend doing after losing a loved one is notifying organizations like social security, life insurance, and credit reporting institutions. We then notify other identity-holding organizations, providing proper documentation to ensure there is no identity theft in your lost loved one’s name.
Subscription services and other non-essential reccurring charges in your lost loved one’s name will quickly add up. We do a systematic review of all accounts to shut down any unnecessary services and get refunds back to your family.
A large part of our and our loved one’s lives is now online — from social media to email to money transfer services, etc. We search through each account in your loved one’s name to properly archive, transfer assets, or close out to prevent identity theft.
Now that your loved one is no longer here, you may need to sell their house, car, or other assets. We identify what resources are needed (i.e., a realtor, an estate sale company, antique appraisers, etc.) We then hire and manage them until the work is done, leaving you out of the endless back and forth.
You may not know who could serve as your executor or you may be the executor of an estate but don’t want to be. In our Executor Services offering, we are able to serve as the legally named executor (named when creating your will) or personal representative for an estate.
In order to best serve as executor for your estate, we want to understand what your wishes are and where all your important documents are stored. Within our executor services, you receive our Estate Documentation Organization package, which includes the option of storing your estate-related information within our partner site Everplans or in a physical notebook.
As part of the executor services line, we will manage all assets at the time of passing until the estate is closed. We then will distribute the assets as the will states.
As an executor, we determine what resources are needed to successfully close the estate according to the will (i.e., sell their house, car, or other assets). We hire resources like realtors, estate sale companies, antique appraisers, etc. and manage them until the work is done.
We work closely with the estate attorney to ensure that we are complying with the probate court and the estate attorney’s advice before taking action to close accounts and other services.