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The Afterly™ Complete Services Guide

Your Estate Command Center

A comprehensive overview of the Afterly™ estate concierge platform — services, tools, checklists, and resources to help your family navigate every stage of estate planning and settlement.

Published January 2023

estatelegal.com/afterly

What Is Afterly™?

Afterly™ is a full-service estate concierge platform designed to guide individuals and families through every step of the estate planning and settlement process. From pre-death planning and document organization through probate navigation and final asset distribution, Afterly™ provides hands-on support, professional connections, and the tools families need to manage estates with confidence.

Unlike traditional estate services that address only one piece of the puzzle, Afterly™ brings together physical estate sales, an online marketplace, a vetted professional referral network, educational resources, and AI-powered assistance through Willow™ — all under one roof.

Physical Estate Sales & Liquidation

The Afterly™ team manages professional on-site estate sales for families during settlement. Our experts handle inventory, pricing, staging, marketing, and day-of operations to maximize value and minimize stress.

  • Full-service on-site estate sale management
  • Professional inventory and appraisal coordination
  • Strategic pricing based on market data
  • Marketing and buyer outreach
  • Day-of staffing and operations
  • Post-sale cleanup and donation coordination

Online Estate Marketplace

The Afterly™ online marketplace connects buyers with estate items, antiques, collectibles, furniture, and household goods. Families can reach a broader audience and achieve better outcomes for items that may not sell locally.

  • Curated digital storefront for estate items
  • Professional photography and listing support
  • Nationwide buyer network
  • Secure payment processing
  • Shipping coordination and logistics
  • Transparent pricing and reporting

Professional Referral Network

Afterly™ maintains a vetted network of estate professionals ready to help families with specialized needs. Every professional in our network is screened for credentials, experience, and client satisfaction.

Estate Planning Attorneys
Certified Public Accountants (CPAs)
Licensed Appraisers
Real Estate Agents
Certified Fiduciaries
Financial Advisors
Elder Law Attorneys
Insurance Specialists

Estate Planning Guidance

Afterly™ provides comprehensive educational resources covering every aspect of estate planning. Our guides, articles, and tools help families understand their options and make informed decisions.

  • Will creation and review guidance
  • Trust establishment education
  • Beneficiary designation planning
  • Healthcare directive preparation
  • Power of attorney information
  • Asset inventory tools
  • Family communication templates
  • Digital asset planning

Probate Navigation & Executor Support

Navigating probate can be overwhelming. Afterly™ provides structured guidance through every phase of the probate process, helping executors fulfill their responsibilities efficiently and correctly.

  • Filing the will with probate court
  • Obtaining letters testamentary
  • Notifying beneficiaries and creditors
  • Estate asset inventory and valuation
  • Debt and expense management
  • Tax filing coordination
  • Asset distribution guidance
  • Final court accounting preparation

Pre-Death Planning Checklist

Create or update your last will and testament
Establish a revocable or irrevocable trust if appropriate
Designate beneficiaries on all financial accounts and insurance policies
Create a durable power of attorney
Prepare a healthcare directive / living will
Organize all financial documents and account information
Create a master list of assets, debts, and important contacts
Communicate your wishes with family members and executor
Review and update life insurance coverage
Plan for digital asset management and access
Consider long-term care insurance
Store documents securely and inform trusted parties of their location

Post-Death Settlement Checklist

Obtain multiple certified copies of the death certificate
Locate the original will and estate planning documents
Contact the decedent's attorney
Notify financial institutions, insurance companies, and employers
Secure the deceased's property and valuables
File the will with the local probate court
Apply for letters testamentary or letters of administration
Open an estate bank account
Complete a full inventory of assets and debts
Notify creditors and publish legal notices as required
File final income tax returns and estate tax returns
Distribute assets according to the will or intestacy laws

Executor Duties Checklist

Accept or decline the appointment as executor
Obtain letters testamentary from the probate court
Notify all beneficiaries named in the will
Notify known creditors and publish required legal notices
Inventory all estate assets and obtain appraisals as needed
Manage and protect estate assets during settlement
Pay all valid debts, taxes, and estate expenses
Maintain detailed records of all transactions
Distribute remaining assets to beneficiaries
File final accounting with the court
Obtain receipts from all beneficiaries
Petition the court to close the estate

Estate Sales & Liquidation Guide

Estate sales are a critical step in many estate settlements. Afterly™ provides end-to-end management including timing strategy, valuation, marketing, execution, and post-sale accounting. Our team helps families understand when a full estate sale, partial sale, auction, or online listing is the best approach based on the assets, timeline, and family goals.

Legacy Vault & Digital Asset Preservation

The Afterly™ Legacy Vault provides secure digital storage for important estate documents, family memories, photographs, videos, and digital accounts. Families can organize, preserve, and share their legacy with future generations through a secure, accessible platform.

Grief Resources & Support

Estate settlement often occurs during the most difficult time in a family's life. Afterly™ provides compassionate grief resources, support group referrals, counseling connections, and memorial planning assistance to help families navigate loss while managing practical responsibilities.

Important Contacts Template

Keep this completed and stored with your estate documents.

Estate Planning Attorney
Financial Advisor
CPA / Tax Preparer
Insurance Agent (Life)
Insurance Agent (Home / Auto)
Bank / Primary Financial Institution
Employer / HR Department
Executor
Successor Trustee
Power of Attorney Agent
Healthcare Proxy
Funeral Home

Contact Afterly™

Ready to learn more or get started? Reach us through estatelegal.com.

estatelegal.com/afterlyContact form available at estatelegal.com

Afterly™ is a trademark of Afterly LLC. All rights reserved.

Published January 2023 • estatelegal.com