Full-Circle Aftercare

Services

Working With Us

1. Schedule

We find a time that works best for your first Aftercare appointment and assign your dedicated Estate Specialist.

2. Appointment(s)

Your Estate Specialist understands your situation and works with you to complete essential tasks with you over the phone.

3. Final Items

For any items we can’t complete over phone, we educate you on best practices and send written instructions.

We take care of the next steps.

You focus on healing.

We call with you to take care of:


  • Government Benefits
  • Fraud Protection
  • Closing Accounts
  • Notifying Insurances
  • Claiming Benefits
  • Estate Issues


We don’t just tell you what needs to be done. Your Estate Specialist does everything they can with you on the phone.


You do as little as possible on your own.


With Full-Circle Aftercare, you are assigned a dedicated Estate Specialist who becomes your advocate. Your Estate Specialist takes on the hard work of understanding what needs to be taken care of and making sure it gets done the right way.


Your Estate Specialist is highly-trained in helping families make notifications, navigate estate issues, and claim benefits. Every day, our expert Estate Specialists help families claim Social Security benefits, connect to licensed professionals (i.e. probate questions, etc.), and close accounts.


During your Aftercare Appointment, your Estate Speciast will guide you through six main categories of essential tasks: Fraud Protection, Accounts, Insurances, Government Benefits, Estate Issues, and Financial Institutions. Wherever possible, they'll take action to make sure you don't have to face things alone. We also keep an eye out for helpful services that can make things easier for you.


For some people, we can get everything done in one phone call. For others, we schedule follow-up calls to keep working through the checklist until there's nothing else that your Estate Specialist can help with. Once we're finished, we'll send you an email with instructions on any remaining tasks that we can't directly help you complete.


After our service is complete, your Estate Specialist remains available if you need help with anything else or you just have a question. They're always just a call or email away.

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FAQS

  • How much does your service cost?

    Many families can receive our service for free through their hospice or funeral home. 


    If you would like to purchase our service, you can contact us to get a quote for your situation.

  • Do you keep any of my personal information?

    The only information we keep is basic contact information and notes on what we helped you do.


    Any other sensitive information that we cover in our service, like account numbers, is shredded or deleted after our service is complete.

  • How long does this take?

    On average, we can get everything done in under 2 hours.


    Every case is different, so we’ll work with you as long as it takes to make sure you get the help you need.

  • Where are you located?

    We’re located in Layton, Utah and serve families across the United States.

  • How do appointments happen?

    All appointments take place over the phone. This gives the Estate Specialist the ability to make real-time conference calls with the family to places like Social Security, Veterans Affairs, retirement, or insurance companies. It’s convenient, private, and designed to get things done on the family’s behalf.

  • Is this a legal or financial service?

    No—Full-Circle does not replace an attorney or financial advisor. Full-Circle handles all the non-legal tasks that most people are left to figure out on their own. If a family already has professionals helping with legal or financial matters, Full-Circle works alongside them, not instead of them. If professional assistance is needed, trusted referrals can be provided.