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

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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 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.

North Fulton Business Radio

Rachel Donnelly, Black Dress Consultants

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Rachel Donnelly, Black Dress Consultants (North Fulton Business Radio, Episode 374)

Rachel Donnelly, founder of Black Dress Consultants, joined host John Ray to share the work her consulting firm does in end-of-life concierge and after-loss services. Rachel saw a need for support as families and individuals face end-of-life and after-loss decisions at a time they are more focused on family and grieving. Her consultancy fills the gap, offering practical services and assistance navigating the after-loss maze of tasks. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Black Dress Consultants

Black Dress Consultants is an end-of-life concierge and consulting firm that helps families strategically manage the administrative and logistical tasks of legacy planning and organization, after loss and everything in between while also integrating your family values and traditions. They provide personalized solutions for life’s transitions giving you and your family the space to live worry-free and grieve peacefully.

They are here to help guide you through decisions, tasks, and endless to-dos so that you have the space to grieve. Their goal is to provide solutions for life’s transitions while also integrating what’s important to you and your family. Custom services available.

Disclaimer: They are not attorneys, financial advisors, or CPAs. However, they do partner with these resources, when needed, to ensure that every task that Black Dress completes for you is under their advice. If you do not have an estate attorney or financial advisor and your estate requires or would benefit from these resources, they are happy to connect you with their network of seasoned professionals.

Company website | Facebook | Instagram

Rachel Donnelly, Founder and CEO, Black Dress Consultants

After many experiences with loss, including the death of her parents at a young age, Rachel founded Black Dress Consultants, a consulting firm that helps individuals and families manage the unavoidable tasks and logistics of after loss and end-of-life.

Rachel is also a fundraiser extraordinaire, having worked in higher education fundraising for Agnes Scott College, Emory University and Georgia Institute of Technology. Rachel serves on the Board of Directors on Love Not Lost, an Atlanta non-profit that provides grief tools and free photography sessions for families facing terminal diagnoses.

Rachel lives in Decatur with her husband Zack with their two kids, Finn and Roane.

Questions and Topics in This Interview

Tell us a little bit about your background. How did your earlier career path relate to or inspire your current work in the space around helping families wrap up after the loss of a loved one?
What was the motivation behind the creation of Black Dress Consultants?
Can you tell us about your services?
You mentioned that there are several blind spots in end-of-life planning. Can you tell us about a few?
In your experience working with families, and considering all the services you offer, what do they need the most help navigating?
Tell us about how your clients find you and what your role is in the complex project of settling an estate and wrapping up the details. W
How does what you do differentiate you from or overlap with the legal and financial aspects of settling an estate?
What’s one of the most unique or memorable experiences you’ve had working with families after a loss?

North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. 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, Stitcher, TuneIn, and others.

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.