Concierge Contact

Our experienced concierge advisors understand the challenges and emotions that come with loss, and we are here to support you in navigating the logistics and beyond. 

Please read through the subsequent FAQ, and then choose the "schedule time with us" button to find a time to meet.

What areas and locations do you serve?

We offer two main areas of service - After Loss Consulting and Legacy Planning. While we are based in Colorado, we are happy to offer our services virtually to those who may be in other parts of the country.

What are the "logistical and practical" matters after someone dies? 

Following the loss of a loved one, there are many tasks that aren't currently covered by existing professional resources. Many families don't realize how taxing and time consuming some of these matters can be. Calling to cancel or transfer account ownership with utility providers, changing titles on deeds or vehicles, transitioning ownership of financial accounts, and closing social media accounts are just some of the logistical and practical matters that After Loss Advisors is able to assist with. 

When do I start working with First Steps Concierge Services?

For our Legacy Planning Packages - ASAP! We are eager to help you start or continue your advance planning to provide peace of mind for you and your loved ones.

For After Loss Consulting, many clients find us in the weeks following the loss of their loved one, however, we are able to begin providing guidance and resources to clients immediately following the loss of their loved one. 

What documents do I need to work with you? 

Once we have met for a consultation and you have decided that After Loss Advisors is the right fit for your needs, we can often help you locate or access helpful documents and information in order to close your loved one's estate. These can include the death certificate, legal documents, financial documents and statements, policy documents, physical mail, and even their "digital estate" (email, cell phone, etc.).  

What are your fees? 

Our services are offered at $200 an hour, with a five-hour minimum.