Our Referral Network
Building the team for you
In addition to the emotional impact, the administrative process surrounding aging and death is overwhelming. For many clients, it’s their first - and potentially only - time dealing with this major life event. It can be a challenge simply to determine the types of professionals you need - much less find ones you can trust. A Secure Plan has a vast, trusted network of professionals ready to assist you in all aspects of End of Life Planning and Death AfterCare. We do not charge a fee nor receive a commission for these referrals; our interest is simply in assembling the best possible team to serve your needs and simplifying the process for everyone involved. We would be pleased to connect you with any of the following resources.
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Attorneys and Notaries
Different types of legal professionals can assist with very specific needs - such as drafting estate planning documents, guiding the legal process of a will through probate court, creating documents for property sale, transferring business ownership, advising on long-term care planning, and witnessing document signing.
Estate Planning Attorneys
Probate Attorneys
Real Estate Attorneys
Business and Contract Attorneys
Elder Care Attorneys
Notaries Public -
Financial Professionals
Whether you need help with tax preparation (you will have to file taxes at least once), transferring assets to beneficiary accounts, asset allocation advice, or assistance securing investments, we will pinpoint the right financial professional for your situation.
Accountants
Financial Planners
Investment Brokers -
Insurance and Medical Care Providers
A variety of insurance and medical care providers can assist with securing death benefits, purchasing or cancelling insurance policies, physical and emotional end-of-life care, and mental health support at every step of the journey. Additionally, senior care specialists can help seniors navigate the changing logistics of everyday life such as determining which housing and healthcare options are the best fit for your needs.
Life Insurance
Property and Casualty Insurance
Senior Care Planning and Navigation
Hospice Services
Death Doulas
Life and Health Coaches
Grief Counselors
Therapists -
Real Estate Resources
Real estate firms and professionals can guide the process of selling a loved one’s home, originating or refinancing a mortgage for the purchaser, uncovering issues that may complicate property transfer, or renting out property.
Real Estate Brokers
Leasing Agents
Mortgage Brokers
Title Services -
Funeral Services
We can connect you to a wide range of reputable funeral-related vendors, including event locations, catering, decor, and officiants.
Funeral Directors
Religious and Non-Religious Officiants
Cremation Services
Cemetery Services
Florists
Caterers -
Wraparound Services
A variety of wraparound services are available to make the process of closing out a person’s life less logistically painful. Professional organizers and sales specialists can help to minimize the overwhelm of belongings during a housing transition or after a death. Drivers can provide reliable transportation for seniors’ errands, medical appointments, and out-of-town family, while travel agents and house sitters ensure seamless, secure travel arrangements.
Professional Organizers
Drivers
House Sitters
Travel Agents
Estate Sales
Consignment