Our Services

Executive Onboarding Executive Onboarding
Quick View
Executive Onboarding
$0.00

Custom built proposal and program tailored for executive leadership to assist with vision casting, buy-in, and approval. Includes staffing model and cost proposal for various size institutions and programs along with a 6-month and 1-year roadmap for program roll-out.

Implementation Intensive Implementation Intensive
Quick View
Implementation Intensive
$0.00

Includes all the services offered in our executive onboarding plus a policy audit and recommendations. A detailed program structure with custom departmental workflows and protocols. A staffing plan for recruiters that includes job description, minimum qualification requirements, and staffing profiles to find the best long-term hires. Communication resource toolkit for staff and families including brochures, pamphlets, website content, and staff training materials.

Full Program Implementation + 1 Year Advisory Support Full Program Implementation + 1 Year Advisory Support
Quick View
Full Program Implementation + 1 Year Advisory Support
$0.00

Includes everything offered in both the Executive Onboarding and Implementation Intensive, but also includes rollout support, staff and supervisory training, stakeholder alignment calls and coaching sessions and up to a year in advisory support.

Book a free Introductory Analysis

  • Discuss how post-death processes are currently handled

  • Identify areas of confusion, delay, or risk

  • Explore key challenges across teams

  • Share initial observations based on similar environments

  • 90-minute working call

    Review your current post-death workflows and processes Identify gaps, risks, and operational challenges. Clarify ownership and cross-department coordination. Highlight opportunities for standardization and improvement. Outline what a structured Decedent Affairs program could look like at your institution.