As if grieving your loved one isn't enough...
After their passing, you're also plunged into a pile of paperwork for the unforgiving legal and financial swirl of trying to settle their estate.
LET ME HELP
What is an "after-loss professional?"
After-loss professionals stand with executors, successors, and guardians through the grueling legal and financial burdens after a loved one's passing.
We provide emotional, logistical and administrative backup during one of the most stressful times any of us will face. Having been through this process three times myself, it's an honor for me to hold my clients hands until they see the light of day again.
LET ME HELP
Most executors are thrown into their duties with little training or preparation.
This work is deeply stressful, time consuming, and emotionally charged.
When your entire family is in the throes of grief, it's a life-saver to have an objective advocate who's been through this process countless times before. I can...
- Prioritize and streamline paperwork and tasks
- Refer and coordinate with trustworthy professionals
- Provide a clear roadmap to settling an estate
- Give emotional support and a listening ear
- Maintain stability and objectivity in conflict
- Provide accountability and encouragement
I’m Terri Izard.
I'm the founder of Aging Agendas, Certified Senior Advisor, and after-loss coach.
I’ve lost three parents and, believe me, I intimately understand how hard this can be. I’ve been left to pick up the legal and financial pieces.
I’ve felt like the only idiot sitting in a conference room swivel chair and signing documents without any clue what they meant – just knowing that each question I ask will cost me hundreds of dollars. I've felt like I was losing my mind, trying to get what we were owed out of the insurance companies.
Honestly, those were some of the darkest days of my life.
I’m a mom.
I’m a daughter.
I am an educator, and an advocate. I’m a legal-to-laymen translator. And I can help you get through this.
READ MY STORY
Filling out forms is the worst task you can imagine during this time.
Remembering to call government agencies, sitting on hold for hours, canceling accounts, or fighting uncooperative life insurance companies can catapult you into insanity. Let me help you....
Understand the process.
We all fear the unknown, and being an executor is a complete unknown. It is truly life-changing to walk this road with someone who's already made it out to the other side.
Find trustworthy professionals.
You may need lawyers, financial advisors, professional organizers, realtors... Leverage my rolodex of empathetic professionals and let me coordinate them for you.
Get empathetic, unbiased support.
This process can be grueling, complicated, and emotional. It helps to have a friend in your corner. I'll keep things on track, and help you navigate conflict.
"My greatest concern about getting my affairs in order was not having a clue what to do: LITERALLY! My frustration was in figuring out what questions to ask. I felt overwhelmed and not sure where to start. But now, I feel like I have direction and I can take it one step at a time.
I like [Terri's] positive, friendly, neighborly demeanor: it's like just sitting in her living room, listening while she shares her experience and advice."
– Susan F.
Our first hour is 100% free and I love to help.
Let me give you all the resources I can pack into 60 minutes as well as a roadmap for next steps. After that, my rate is $165/hr for as long as you need.
Even if it’s just a bare-bones solution, something is better than nothing.
I am not an attorney, and cannot provide legal advice to you. This information is for educational purposes only, and I always recommend consulting legal counsel.
Help is on the way.
Here are a myriad of articles to pull you through.
Sometimes you just need a break. You need a safe place – a quiet, sunny corner where you can let your hair down and breathe. Grab a cozy blanket, and please know that you’re gonna be ok.
This is a marathon, not a sprint.
My newsletter is a way for me to be there for you. To help you make those hard decisions. To explain and encourage.
Kind people were there for me when I needed them too.
