Estate Services & After Loss Support
Your Partner in Times of Transition
Are you wanting to honor a loved one who has died, but don’t know where to start and are overwhelmed by the responsibility?
Are you in need of someone to serve as your executor or personal representative?
Are you hoping to relieve your loved ones of the burden of administering an estate?
We offer comprehensive assistance to take away the overwhelm and exhaustion of organizing, preparing and settling estates.
Who We Serve
Individuals and families before and after loss
Whether you are grappling the logistics of settling the estate of a loved one who has died, looking to make sure your estate is as easy as possible to administer, or are looking for someone to serve as your personal representative, we can help you every step of the way.
Estate & Executor Concierge Services Offered
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Pathlight can serve as your:
Personal Representative (Executor)
Successor Trustee
Agent under a Power of Attorney
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Pathlight offers comprehensive assistance to estate executors, including guidance and practical support at every step. If you need someone to serve as executor in your place, we can do that too.
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Pathlight offers practical assistance organizing and preparing estates, from documentation to providing any needed referrals for other services.
How Does Our Approach Work?
What our clients are saying
—D.M., Executor
Following the passing of my aunt in March 2023 as her executor I was overwhelmed dealing with all the tasks ahead of me, especially living 2 states away. From our initial video consultation to the recent closing on the sale of my aunt's property, Caroline was the absolute best resource a person could have! All along this journey Caroline was compassionate, supportive, and responsive to any questions we had! Without a doubt Caroline and Pathlight Estate Services are an incredible resource that everyone could and SHOULD use when dealing with an estate!
—M.P. , Executor of Mother's Estate
“Pathlight's services were single-handedly the most helpful resource I had following my parent's death. The role of an executor has so many administrative needs and requires a great deal of attention. When dealing with grief, this can be tremendously stressful, challenging, and overwhelming. Caroline guided me through and helped support me at every step of the way, in a deeply compassionate way, and took everything she could off my plate so I could focus on what was most important. There was no better gift during the most profoundly difficult time period than working with her to find a way forward. It was nothing short of life-changing to work with Pathlight and I couldn't recommend it more highly to friends and family who find themselves in this situation.”
Challenges of Being an Executor
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600+ Hours
Time investment needed to settle an estate
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18 Months
Typical duration to complete estate settlement
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$25K - $250K
There is a wide range of costs for funeral, legal, and administrative fees combined to execute at estate.
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36% of Individuals
Say there are surprises for their beneficiaries in their will.
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58% of Executors
Lack understanding of their legal responsibilities
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Executor Stress
Driven by both administrative and emotional challenges
Our goal is to ensure a seamless transition of your or your loved one’s legacy, giving you peace of mind and allowing you to focus on what truly matters.
With our professional support, you can confidently handle the responsibilities of estate organization and settlement, knowing that your or your loved one’s wishes will be carried out efficiently and accurately.