Your Guide to Estate Closure & Healing

The loss of a loved one is exceptionally difficult and requires time and space to grieve and start the healing process–that’s why we’ve created Aftercare by Cyrus, a comprehensive service designed to help you close a loved one’s estate following their funeral. Most people don’t realize that completely closing a loved one’s estate can take several months or even a year. Our Aftercare representatives can take that time down to a matter of days. We provide compassionate, expert guidance to make what can often be a confusing and overwhelming process feel manageable and give you added peace of mind. Let us hold space for you to grieve and heal; help you claim benefits you’re entitled to; and prevent fraudulent activity and identity theft. We’ll be right here, walking alongside you until everything is done!

What Does Aftercare Include?

DON’T SETTLE FOR LESS THAN THE BENEFITS YOU’RE OWED

We help families get all the benefits they are entitled to. No more waiting and wondering.

GOVERNMENT

  • Social Security
  • Veteran’s Administration
  • Office of Personnel Management

FINANCES

  • Pension Plans
  • 401K/IRA
  • Investments
  • Credit Cards
  • Bank Accounts

INSURANCE

  • Life Insurance
  • Medical / Health
  • Car / Home
  • Change Beneficiaries

ESTATE

  • Wills / Trusts / Probate
  • Real Estate Title
  • Vehicle Title

PROTECTION

  • Credit Bureau / Fraud Alert
  • Deceased Registry
  • Stop Junk Mail / Solicitor Phone Calls
  • Cancel Subscriptions and Memberships
  • Ensure Your Privacy is Protected

CUSTOMER REVIEWS

WHAT CUSTOMERS ARE
SAYING ABOUT AFTERCARE

I love that I will be getting a summary of the Aftercare services. I can listen instead of taking notes. I'm so glad I purchased this service! It has been well worth it."
- Jane Johnson
We are so grateful for this Aftercare service which has been so helpful! Kathy, thank you for all the help! You are wonderful!"
- Ester "Lolly" Honea

YOUR FINANCIAL ADVISORS FOR LIFE

We're Here in Times of Transition

We’re here to help you and your family navigate the ups and downs of life and provide objective counsel on the next steps. No matter what emotional decision you face, having a trusted financial advisor who knows you well and understands your financial journey can help you make rational wealth management decisions.

Cyrus Life Planners employs an array of specific strategies and services to help you establish order, regain balance, plan and move forward. Our goal is to make your financial transitions less stressful and more productive.

Why Choose Us?

“It is when we are in transition that we are most completely alive.”

– William Bridges, American Author & Organizational Consultant

Your financial life is impacted by much more than the market. Unplanned and planned changes are part of life, and at Cyrus Life Planning we work with you every step of the way. At the outset, we seek to truly understand our clients – identifying the needs, goals and aspirations that are important. We match solutions with needs, whether you are saving for your children’s college educations or seeking advice about an aging parent’s estate – and everything in between.

 

Developing a financial plan is paramount, but revisiting that plan, and everything it entails, is critical also – and we do that with you. Protecting and growing wealth, along with everything that includes is what we do. We’re here for you – for life.

PREPARED

We come to you ready. Ready to listen. Ready to plan. Ready to put the plan into action.

PRINCIPLED

We help you make the right decisions, doing what's best at every intersection of your life.

REASSURING

We're here to hear your story and help create a personal plan customized just for you.