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Every time a family calls a new company, they're forced to say it out loud: “They passed away.” Again. And again.
When you partner with AnnCare, they get a dedicated specialist, a clear plan, and compassionate support every step of the way. And because we combine tech-enabled systems with real human service, they never feel left in the dark. It’s like having a personal assistant for everything the lawyer doesn't do.
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We move fast so families aren't stuck in estate limbo.
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We make the calls, fill out the forms, and deal with the hold music.
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From account closures to fraud alerts, we catch what others miss so nothing comes back to haunt them later.
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We take the burden off the families shoulders so they can show up for life, not buried in admin.
One Goal: Make the paperwork and logistics easier. We meet families where they are and support them from beginning to end. On average, we save clients appromixately 80 hours of work.
We begin by handling the essentials and most urgent tasks. We make sure the right government agencies and take fraud prevention measures. This step protects the estate, and establishes a foundation for everything that follows.
Social Security Verification, Military/Veteran Notifcations and VSO Introduction.
Drivers License, Government ID and Passport Cancellation
Voter Registration Updates, USPS Mail Forwarding
Office of Financial Recovery, Department of Health Services Assocation & State Deparment of Labor and Industries
Notifying Credit Bureuas (3), Primary Bank or Credit Union, Credit Cards (3)
Next, we move into the accounts and services a family's loved one used every day. This is where most people get stuck—endless phone trees, repeating the same story to strangers, and hours on hold. We take that burden off their shoulders.
Financial Notifications: Brokerage Accounts, Treasury Bonds, Retirement Accounts, Pensions and Unclaimed Benefits
Loans & Insurance: We'll cover loans across things like home,, auto, student and personal, etc.. On the insurance side a similar number of items will be coverd with auto, health, dental, vision, etc.
Utility Closures: Phone, Internet, Cable, Electric, Gas, Water, Sewage, Trash Collection, etc.
Employer Notifications: Final Paycheck, Acrrued PTO, Employer Based Benefits, Pending Reimbursements
General: DMA Notifications to stop junk mail, HOA, Landlord & Rental Agreements, and More.
Finally we tackle the remaining accounts from everyday memberships, social media, unclaimed assets, and professional contacts. We button up the details of the family's loved one's life so they can move forward with clarity and peace of mind.
General Accounts: Gym, App Subscriptions, Cloud Storage, Gaming Subscriptions, Self Storage Units, Trade Memberships, Streaming Services, Delivery Subscriptions and More
Homeservices: Cleaning services, Landscaping, HVAC maintenance, Plumbing & Electrician Subscriptions, Other Home service contracts.
Social Media: Meta (Facebook), Instagram, Reddit, Snap, Tik Tok, etc. We can also memorialize accounts.
Asset Discovery: We'll search for forgotten or abandonded accounts, locate unpaid checks due, discover unclaimed property (or hidden) in the U.S. and attempt to transfer loyalty/credit card points.
Professional Contacts: We'll initiate contact with professional contacts in the loved ones life. Lawyers, accountants, Financial planners, Doctors, Business Partners, etc.
We take care of the non-legal paperwork that shows up after a loss so families don’t have to.
Clarity
Compassion
Closure
There are many emotions to process and sometimes a simple pause is needed. We're flexible to move at the families pace.
We give families clarity, structure, and answers right when things feel most uncertain.
We give families a clear roadmap of what to do, what’s been done, and what doesn’t need their attention.
Instead of spending hours on the phone or filling out forms, families get time back to be with loved ones, rest, and grieve.
Expert support for life’s most difficult moments
Most people have never handled the administrative side of death before and even if they have, it’s not something they want to go through alone. It’s complex. It’s time-consuming. And it’s happening during one of the hardest moments of their life. Meanwhile, this is what we do every day. We know who to call, what to say, and how to cut through the red tape. Families don’t have to sit on hold for hours with Social Security or a bank. We’ll do that for them. And because we’re not in grief, we can move faster, with a clearer head. We save families time, energy, and reduce the risk of missing something important, like unclaimed spousal benefits or forgotten accounts.
Executors use us most often, but anyone dealing with the aftermath of a loss can benefit. Adult children, spouses, or even close friends often take on these tasks. We’re here to lighten the load, regardless of official title.
Once we get started, we’ll hop on an onboarding call with the family. We’ll walk through everything that needs to be done, create a customized checklist, and then take the lead.
We help with the administrative work that comes after a loss. Things like notifying banks and credit card companies, closing accounts, submitting forms, claiming benefits, and protecting against identity theft. We don’t provide legal advice, but we do take care of the everyday tasks most people aren’t prepared for.
We can usually begin within 1-3 business days. Once the family connects with us, we’ll assign a specialist and get their intake started right away. If it’s time-sensitive, let us know; we’ll prioritize accordingly.
Yes. We can begin most of prep work right away. Once the death certificates arrive, we’ll have everything lined up and ready to file, which saves time and keeps things moving.
Families might, depending on the situation. AnnCare focuses on the non-legal side of estate work, handling the calls, paperwork, and notifications that often fall between the cracks. Many of our clients work with an attorney and us. We complement their legal support by managing the time-consuming admin no one else handles.
That’s totally fine. We can step in at any stage, whether they' already made a few calls or they're deep into it and feeling overwhelmed. Our team will assess what’s done, what’s left, and take the rest off their plate.
Yes, and many law firms actually refer their clients to us. We don’t replace an attorney but act as an extension of their team to complement them. Attorneys handle legal matters. We handle everything else: account closures, notifications, benefit claims, even utility cancellations. If a law firm tried to do it all, the cost would skyrocket. We’re the practical, hands-on team that fills in the gaps.
Privacy is everything to us. We never permanently store or sell personal data. We work with leading cyber security engineers to protect sensitive data. All systems use single sign on and multi-factor authentication where possible. We use a single platform system to reduce our risks while ensure data is secure and HIPPA compliant. Sensitive information like Social Security numbers, account information, etc. is also automatically deleted from our system once each case is closed.
We also help families remove the deceased’s name from marketing lists using DMAchoice.org, which helps prevent spam. Additionally, we notify credit bureuas which significantly improves fraud protection.
We stand behind everything we do with a satisfaction guarantee. If we don’t meet family expectations or lighten the workload in the way we promised, we'll offer a full refund. No fine print. This is our commitment to helping families get through one of lifes toughest moments.
It depends on the complexity of the estate, but most families see significant progress within the first two weeks. Some tasks resolve quickly, while others (like insurance claims or government notifications) take a bit more time. We keep families updated as we move through everything.
Yes. While we'd like to cover it all, we do our best to stay in our lane as well. AnnCare doesn’t provide legal, tax, or financial planning advice. If something comes up that falls outside our scope, we can introduce our clients to a vetted professional who can help.
Get a free consultation today and see how we can lift the burden for families.
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