Professional Executor & Estate Services
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 concierge 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 and don’t know where to start, or you are looking for someone to serve as your trusted personal representative, we offer concierge services to help you every step of the way.
How Does Our Concierge Approach Work?
Estate & Executor Concierge Services Offered
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Are you feeling overwhelmed by the responsibility of carrying out your loved ones’ wishes? We offer white glove assistance to Estate Executors, providing guidance through every step of the process, from will execution and home sales to asset distribution and more.
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Are you feeling overwhelmed and exhausted thinking about end-of-life planning? Our white glove service offers comprehensive assistance organizing and preparing estates, from documentation and care planning to residential organization, relocations, and home sales.
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We offer in-person or virtual coaching services to help executors and seniors who want to do the work of estate execution or preparation themselves but want an experienced coach to help them navigate the process.
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
What our clients are saying
—Diane, Senior
“Working with Caroline has been such a relief. I don’t know what I would do without her.”
—Mirelle, 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.”
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.