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Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral

March 18, 2025 by John Ray

Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral
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Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral, on North Fulton Business Radio with host John Ray

Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral (North Fulton Business Radio, Episode 854)

In this episode of North Fulton Business Radio, host John Ray interviews Rachel Donnelly, founder of AfterLight and author of Late to Your Own Funeral: How to Leave a Legacy and Not a Log Jam. Rachel shares her personal journey that led her to establish AfterLight, a company dedicated to helping overwhelmed executors manage post-death logistics. She discusses the challenges of estate administration, the importance of strategic estate planning, and provides valuable insights and anecdotes from her work. Rachel’s new book aims to educate and guide people through the often-overlooked complexities of end-of-life planning with a touch of humor. Listeners will gain a more profound understanding of the necessity of preparing for the administrative side of death and the benefits of leaving a well-organized legacy.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

Rachel Donnelly, Author

Rachel Donnelly is the author of Late To Your Own Funeral and founder and CEO of AfterLight. Her mission is simple: to help the living deal with dying.

She created AfterLight to help clients navigate the administrative maze of estate settlement and legacy planning after experiencing the overwhelming process herself, serving as executor for both her mother’s and uncle’s estates while working full-time and raising two children.

Prior to founding AfterLight, she worked in development for institutions including Emory University, Georgia Tech, and the Shepherd Center Foundation.

A graduate of Agnes Scott College, Donnelly lives in Decatur with her husband and two children.

Connect with Rachel and AfterLight:  Rachel’s LinkedIn |Website | Instagram | Facebook

Late To Your Own Funeral, by Rachel Donnelly

The only aspect of life more certain than death? The bureaucratic nightmare that accompanies it. In Late To Your Own Funeral, Rachel Donnelly offers an effective and entertaining guide out of estate settlement purgatory.

Late To Your Own Funeral, by Rachel Donnelly“Rachel’s irreverent humor and no-nonsense guidance make legacy planning not just manageable but oddly enjoyable.” – Matt Paxton, author of Keep the Memories, Lose the Stuff and television host of Hoarders

Approximately 70% of Americans lack an estate plan, which leaves their loved ones grappling with a complex array of administrative challenges during their most difficult times. From planning funeral arrangements to the seemingly impossible task of canceling cable service, the logistics of loss often compound grief in unexpected ways.

After losing several family members in quick succession, Rachel realized that navigating grief is hard enough without the added burden of managing an estate. What mourners need most, she learned, isn’t another casserole, but a guide through death’s bureaucracy. Now, as an after-loss and legacy planning consultant, she serves as a “wedding coordinator—but for death,” helping others navigate the administrative maze of estate settlement.

Through a blend of practical insight and unflinching honesty, Rachel offers a roadmap for both the living and those thrust into the role of executor. Late To Your Own Funeral helps readers face the conversations everyone else avoids, giving loved ones an invaluable gift: the ability to mourn without drowning in paperwork.

Amazon

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:49 Meet Rachel Donnelly: Author and Entrepreneur
02:51 The Inspiration Behind Afterlight
04:31 Challenges of Being an Executor
06:58 The Importance of Estate Planning
20:36 Digital Age Complications
23:57 Humorous Insights and Personal Stories
28:03 Success Stories and Client Experiences
31:28 Conclusion and Contact Information

About North Fulton Business Radio and host John Ray

With over 850 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: AfterLight, Author, death, estate planning, funerals, John Ray, legacy planning, North Fulton Business Radio, rachel donnelly

What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight

September 9, 2024 by John Ray

What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight
North Fulton Studio
What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight
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What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight

What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight

Rachel Donnelly: One of the things that people have to do when they become an executor is put together the process of how they’re going to attack it.

And we come in and help them to really get organized, do an audit and inventory of their loved one’s assets and debts, put together a spreadsheet because that is the biggest part of being an executor, is getting organized from the beginning. And one of the mistakes that I made in being an executor, so I’ve taken the mistakes I’ve made, the mistakes I see executors make and reverse engineer that into a proven process that we utilize over and over again.

Every client engagement is customized. Every client engagement is different, but we have that framework that we work with clients to do over and over again. Okay, let’s put together the scaffolding of your loved one’s affairs from, like I said, their assets and debts to the intangible assets, their photos that may be behind a username and password at a Google Drive, or what did they want to have happen to their Facebook account?

So we do a very detailed inventory and then systematically. And then we work alongside them per the wishes of the will, or the sort of laundry list the estate attorney has given them and say, okay, let’s follow along with that. Let’s close, transfer, archive, according to that laundry list. And then, there are always sort of other duties as assigned that come up that we help them to brainstorm and figure out what to do with mom’s Hummel figurine collection.

Getting the house cleaned out, we can help do that. So we’re very full service in taking each aspect of a loved one’s life and figuring out, how do we close that down and protect and safeguard that?

Listen to Rachel’s full ProfitSense with Bill McDermott interview here.

Rachel Donnelly, AfterLight

Rachel Donnelly, AfterLight
Rachel Donnelly, AfterLight

Rachel Donnelly is the Founder and CEO of AfterLight.

AfterLight is on a mission to help the living deal with dying, fostering lighter hearts and lighter loads. The company assists clients in managing the unavoidable administrative tasks associated with after loss and legacy planning.

Whether you’re facing an unexpected loss or want to prepare your legacy so your family can grieve in peace and settle your affairs with ease, AfterLight is the answer to your overwhelm.

Connect with Rachel and AfterLight:  Rachel’s LinkedIn |Website | Instagram | Facebook | X (Twitter)


The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: after loss professional, AfterLight, Bill McDermott, executor services, executors, rachel donnelly, The Profitability Coach

Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA

August 20, 2024 by John Ray

Host Bill McDermott with Gary Massey, Rachel Donnelly, AfterLight, and Marika Ponton
North Fulton Studio
Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA
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Host Bill McDermott with Gary Massey, Rachel Donnelly, AfterLight, and Marika Ponton

Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA (ProfitSense with Bill McDermott, Episode 60)

In this episode of ProfitSense, Bill McDermott, The Profitability Coach, welcomes guests Marika Ponton from The Profitability Coach, Rachel Donnelly, founder of AfterLight, and Gary Massey of Massey and Company CPA. They discuss various challenges and solutions for improving business profitability, the intricacies of estate management, and the unique offerings of their respective services. The episode also highlights the importance of building trust with clients, managing finances effectively, and offers practical advice for both business owners and those facing personal loss.

Bill concludes the show by discussing the concept of profitability and its significance in business operations.

ProfitSense with Bill McDermott is sponsored and presented by Bill McDermott, The Profitability Coach, and the show is produced by John Ray and the North Fulton Studio of Business RadioX® in Alpharetta.

Marika Ponton, Office Angels and The Profitability Coach

Marika Ponton, Office Angels and The Profitability Coach
Marika Ponton, Office Angels and The Profitability Coach

Combine a CPA’s in-depth accounting background, the outgoing personality of a business development professional, and an unwavering drive to help small business owners command their businesses to achieve growth or exit goals, and you have Marika E. Ponton (MEP).

Her unique background as an auditor & a successful small business owner allows her to serve profitability coaching clients using deep personal experience to relate to business owners regarding their financials, their internal operations and their goals for new business and growth.

LinkedIn

Rachel Donnelly, AfterLight

Rachel Donnelly, AfterLight
Rachel Donnelly, AfterLight

Rachel Donnelly is the Founder and CEO of AfterLight.

AfterLight is on a mission to help the living deal with dying, fostering lighter hearts and lighter loads. The company assists clients in managing the unavoidable administrative tasks associated with after loss and legacy planning.

Whether you’re facing an unexpected loss or want to prepare your legacy so your family can grieve in peace and settle your affairs with ease, AfterLight is the answer to your overwhelm.

Connect with Rachel and AfterLight:  Rachel’s LinkedIn |Website | Instagram | Facebook | Twitter

Gary Massey, Founder, Massey and Company CPA

Gary Massey, Massey and Company CPA
Gary Massey, Massey and Company CPA

Gary Massey is the founder of Massey and Company CPA, based in Atlanta. He has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant.

Gary’s focus includes helping clients with tax problems. This includes representing clients in front of IRS and state agencies to resolve difficult tax issues, including audits, unpaid taxes, liens, levies, penalties, and notices. His work requires negotiation on a wide variety of tax matters, including offers in compromise, installment agreements, currently not collectible status, and penalty abatement.

Gary enjoys collecting art and spending time with his children and grandchildren. He is married to Chelly, a native of The Netherlands.

Connect with Gary and Massey and Company CPA:  Gary’s LinkedIn | Website | LinkedIn | Facebook | Instagram | YouTube

Topics Discussed in this Episode

00:00 Introduction to ProfitSense
01:13 Meet the Guests: Marika Ponton, Rachel Donnelly, and Gary Massey
01:36 Marika Ponton on Profitability Coaching
04:10 Building Trust with Clients
06:58 Challenges of Small Business Ownership
11:09 Rachel Donnelly’s Journey and AfterLight
15:55 AfterLight’s Services and Executor Challenges
20:43 The High Cost of Funerals
20:57 Challenges Faced by Executors
21:41 Role of Afterloss Professionals
23:53 Introducing PALS: Setting Industry Standards
24:38 Educating the Market and Future Growth
27:06 Gary Massey: A Unique CPA Approach
30:31 Advice for Aspiring Accountants
32:16 IRS Updates and Tax Management
34:28 Importance of Inventory Management
38:18 Bill McDermott Commentary on Defining Profitability

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

Follow this link to find the show archive.

The show is presented by The Profitability Coach. The Profitability Coach helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business.

Bill McDermott is the Founder and CEO of The Profitability Coach. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram and follow The Profitability Coach on LinkedIn.

Tagged With: AfterLight, Bill McDermott, executors, Gary Massey, Marika Ponton, Massey and Company CPA, Office Angels, profitability, rachel donnelly, The Profitability Coach

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