Gentle, guided support through the Deceased Estate process

At HHA, we understand that dealing with an Estate often comes at one of the hardest moments in life.
Our processes are designed to meet families where they are, offering clarity, structure, and trusted support, without pressure or overwhelm.

You’re never locked into more than you need.
Each step is explained clearly, and you remain in control throughout the process.

What’s included:

  • A compassionate discovery call with an HHA advisor
  • A high-level review of the situation
  • Guidance on next steps and whether formal investigations are needed
  • Honest answers to your initial questions

What’s included:

  • Initial searches and document checks
  • Identification of potential assets, liabilities, or unclaimed benefits due to the Estate
  • Review of executor status and process requirements
  • A clear written or verbal outcome summary

What’s included:

  • A complexity evaluation to understand the Estate requirements
  • Client onboarding and document coordination
  • Liaison with executors, attorneys, banks, and institutions
  • Support through claims, administration steps, and finalization

The Process Comparison

FeatureFree ConsultationEstate AssessmentFull Estate Support
CostFreeOnce-off assessment feeFee discussed after assessment
Obligation to proceedNoneNoneYes (once accepted)
Discovery call
Initial guidance & advice
Formal searches & checks
Asset & benefit identification
Estate viability confirmation
Executor & institution liaison
Document coordination
Ongoing updates & supportLimited
End-to-end estate guidance
Healing Heart Advisory

If you’re not sure where to begin, that’s completely okay.
Most families come to us feeling unsure, overwhelmed, or simply needing someone to explain things clearly.

A short, free conversation can help you understand:

  • What stage you’re at
  • Whether there’s anything further to pursue
  • What your options are — without obligation

There’s no pressure to proceed and no expectation to commit.
Just a calm, supportive starting point.

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