Families remember who remembered them
4 handwritten-feel cards. 4 personalized texts. Real resources for grieving families. Real time survey feedback. Google reviews on autopilot.
$15 per family. Fully done-for-you.



Six Touchpoints.
$15 per family.



01
2 weeks after service
Sympathy Card and Estate Resources
A heartfelt card arrives when the casseroles have stopped and the house has gone quiet. Your name. Your signature. A reminder that someone still cares.
2 weeks after service
Sympathy Card and Estate Resources
A heartfelt card arrives when the casseroles have stopped and the house has gone quiet. Your name. Your signature. A reminder that someone still cares.
2 weeks after service
Sympathy Card and Estate Resources
A heartfelt card arrives when the casseroles have stopped and the house has gone quiet. Your name. Your signature. A reminder that someone still cares.
6 weeks after service
Satisfaction Survey and Google Review Request
A simple check-in that asks how they're doing—and how you did. Gives families a voice, and gives you insight into what's working.
6 weeks after service
Satisfaction Survey and Google Review Request
A simple check-in that asks how they're doing—and how you did. Gives families a voice, and gives you insight into what's working.
6 weeks after service
Satisfaction Survey and Google Review Request
A simple check-in that asks how they're doing—and how you did. Gives families a voice, and gives you insight into what's working.
02





03
Their loved one's birthday
Birthday Remembrance Card
A personalized card arrives on the hardest day of the year: "Thinking of you as you remember [Name]."
Their loved one's birthday
Birthday Remembrance Card
A personalized card arrives on the hardest day of the year: "Thinking of you as you remember [Name]."
Their loved one's birthday
Birthday Remembrance Card
A personalized card arrives on the hardest day of the year: "Thinking of you as you remember [Name]."
6 weeks after service
Check-In & Pre-Planning Leads
A text checks in and offers pre-planning information. Families who are interested are delivered to you as warm leads.
6 weeks after service
Check-In & Pre-Planning Leads
A text checks in and offers pre-planning information. Families who are interested are delivered to you as warm leads.
6 weeks after service
Check-In & Pre-Planning Leads
A text checks in and offers pre-planning information. Families who are interested are delivered to you as warm leads.
04



05
The holidays
Holiday Card
A card arrives during the season when grief hits hardest. Your name, in their home, at the right moment.
The holidays
Holiday Card
A card arrives during the season when grief hits hardest. Your name, in their home, at the right moment.
The holidays
Holiday Card
A card arrives during the season when grief hits hardest. Your name, in their home, at the right moment.
One year anniversary
Anniversary Card and Continued Support
A card and text mark the one-year milestone. You're still showing up—a full year later.
One year anniversary
Anniversary Card and Continued Support
A card and text mark the one-year milestone. You're still showing up—a full year later.
One year anniversary
Anniversary Card and Continued Support
A card and text mark the one-year milestone. You're still showing up—a full year later.
06



Services
Everything traditional aftercare does—plus everything it doesn't.
Google reviews on autopilot
Happy families routed to review; concerns routed to you first

Text message touchpoints
Reach families the way they actually communicate.
Text message touchpoints
Reach families the way they actually communicatepth market insights and competitor analysis.

Pre-planning leads
Families who want to plan ahead, delivered to you
Handwritten cards
Premium, personalized, the kind families keep

Instant survey feedback
See results in real-time, not weeks later via mail

Numbers You’ll Need
Federal Agencies
Agency
Phone
Why You’ll Call
Social Security Administration
1 (800) 772-1213
Report death, survivor benefits
Medicare
1 (800) 633-4227
Cancel coverage
IRS (deceased taxpayer)
1 (800) 829-1040
Final tax return, estate taxes
Dept. of Veterans Affairs
1 (800) 698-2411
VA survivor benefits, burial benefits
Pension Benefit Guaranty Corp
1 (800) 400-7242
Claim employer pension benefits
Credit Bureaus
Tip: You only need to call one—they're required to notify the other two.
Agency
Phone
Why You’ll Call
Equifax
1 (888) 378-4329
Place fraud alert
Experian
1 (888) 397-3742
Place fraud alert
TransUnion
1 (800) 916-8800
Place fraud alert
New York Local
Agency
Phone
Why You’ll Call
Con Edison
1 (800) 752-6633
Transfer/cancel electric & gas
National Grid
(718) 643-4050
Transfer/cancel gas
NY DMV
1 (800) 698-2931
Cancel driver's license
NY Board of Elections
(518) 474-6220
Remove from voter rolls
Need help with these?
Elayne guides families through every step.
elayne.com

Evergreen Hills Funeral Home
Essential Steps After a Loss
A practical checklist for the first weeks and months
Locate important documents (will, insurance policies, Social Security card, birth/marriage certificates)
Notify the Social Security Administration
Secure online accounts and devices
Contact employer about final pay and benefits
Notify banks and credit card companies
Contact DMV to cancel driver's license
Forward mail through the post office
Transfer or cancel utility accounts
Notify health insurance provider
Cancel subscriptions and memberships
Need help with these?
Elayne guides families through every step.
elayne.com
Real resources for families
Finally have an answer for "what do I do now?"
Google reviews on autopilot
Happy families routed to review; concerns routed to you first

Text message touchpoints
Reach families the way they actually communicate.
Text message touchpoints
Reach families the way they actually communicatepth market insights and competitor analysis.

Pre-planning leads
Families who want to plan ahead, delivered to you
Handwritten cards
Premium, personalized, the kind families keep

Instant survey feedback
See results in real-time, not weeks later via mail

Numbers You’ll Need
Federal Agencies
Agency
Phone
Why You’ll Call
Social Security Administration
1 (800) 772-1213
Report death, survivor benefits
Medicare
1 (800) 633-4227
Cancel coverage
IRS (deceased taxpayer)
1 (800) 829-1040
Final tax return, estate taxes
Dept. of Veterans Affairs
1 (800) 698-2411
VA survivor benefits, burial benefits
Pension Benefit Guaranty Corp
1 (800) 400-7242
Claim employer pension benefits
Credit Bureaus
Tip: You only need to call one—they're required to notify the other two.
Agency
Phone
Why You’ll Call
Equifax
1 (888) 378-4329
Place fraud alert
Experian
1 (888) 397-3742
Place fraud alert
TransUnion
1 (800) 916-8800
Place fraud alert
New York Local
Agency
Phone
Why You’ll Call
Con Edison
1 (800) 752-6633
Transfer/cancel electric & gas
National Grid
(718) 643-4050
Transfer/cancel gas
NY DMV
1 (800) 698-2931
Cancel driver's license
NY Board of Elections
(518) 474-6220
Remove from voter rolls
Need help with these?
Elayne guides families through every step.
elayne.com

Evergreen Hills Funeral Home
Essential Steps After a Loss
A practical checklist for the first weeks and months
Locate important documents (will, insurance policies, Social Security card, birth/marriage certificates)
Notify the Social Security Administration
Secure online accounts and devices
Contact employer about final pay and benefits
Notify banks and credit card companies
Contact DMV to cancel driver's license
Forward mail through the post office
Transfer or cancel utility accounts
Notify health insurance provider
Cancel subscriptions and memberships
Need help with these?
Elayne guides families through every step.
elayne.com
Real resources for families
Finally have an answer for "what do I do now?"
Google reviews on autopilot
Happy families routed to review; concerns routed to you first

Text message touchpoints
Reach families the way they actually communicate.
Text message touchpoints
Reach families the way they actually communicatepth market insights and competitor analysis.

Pre-planning leads
Families who want to plan ahead, delivered to you
Handwritten cards
Premium, personalized, the kind families keep

Instant survey feedback
See results in real-time, not weeks later via mail

Numbers You’ll Need
Federal Agencies
Agency
Phone
Why You’ll Call
Social Security Administration
1 (800) 772-1213
Report death, survivor benefits
Medicare
1 (800) 633-4227
Cancel coverage
IRS (deceased taxpayer)
1 (800) 829-1040
Final tax return, estate taxes
Dept. of Veterans Affairs
1 (800) 698-2411
VA survivor benefits, burial benefits
Pension Benefit Guaranty Corp
1 (800) 400-7242
Claim employer pension benefits
Credit Bureaus
Tip: You only need to call one—they're required to notify the other two.
Agency
Phone
Why You’ll Call
Equifax
1 (888) 378-4329
Place fraud alert
Experian
1 (888) 397-3742
Place fraud alert
TransUnion
1 (800) 916-8800
Place fraud alert
New York Local
Agency
Phone
Why You’ll Call
Con Edison
1 (800) 752-6633
Transfer/cancel electric & gas
National Grid
(718) 643-4050
Transfer/cancel gas
NY DMV
1 (800) 698-2931
Cancel driver's license
NY Board of Elections
(518) 474-6220
Remove from voter rolls
Need help with these?
Elayne guides families through every step.
elayne.com

Evergreen Hills Funeral Home
Essential Steps After a Loss
A practical checklist for the first weeks and months
Locate important documents (will, insurance policies, Social Security card, birth/marriage certificates)
Notify the Social Security Administration
Secure online accounts and devices
Contact employer about final pay and benefits
Notify banks and credit card companies
Contact DMV to cancel driver's license
Forward mail through the post office
Transfer or cancel utility accounts
Notify health insurance provider
Cancel subscriptions and memberships
Need help with these?
Elayne guides families through every step.
elayne.com
Real resources for families
Finally have an answer for "what do I do now?"
Google reviews on autopilot
Happy families routed to review; concerns routed to you first

Text message touchpoints
Reach families the way they actually communicate.
Text message touchpoints
Reach families the way they actually communicatepth market insights and competitor analysis.

Pre-planning leads
Families who want to plan ahead, delivered to you
Handwritten cards
Premium, personalized, the kind families keep

Instant survey feedback
See results in real-time, not weeks later via mail

Numbers You’ll Need
Federal Agencies
Agency
Phone
Why You’ll Call
Social Security Administration
1 (800) 772-1213
Report death, survivor benefits
Medicare
1 (800) 633-4227
Cancel coverage
IRS (deceased taxpayer)
1 (800) 829-1040
Final tax return, estate taxes
Dept. of Veterans Affairs
1 (800) 698-2411
VA survivor benefits, burial benefits
Pension Benefit Guaranty Corp
1 (800) 400-7242
Claim employer pension benefits
Credit Bureaus
Tip: You only need to call one—they're required to notify the other two.
Agency
Phone
Why You’ll Call
Equifax
1 (888) 378-4329
Place fraud alert
Experian
1 (888) 397-3742
Place fraud alert
TransUnion
1 (800) 916-8800
Place fraud alert
New York Local
Agency
Phone
Why You’ll Call
Con Edison
1 (800) 752-6633
Transfer/cancel electric & gas
National Grid
(718) 643-4050
Transfer/cancel gas
NY DMV
1 (800) 698-2931
Cancel driver's license
NY Board of Elections
(518) 474-6220
Remove from voter rolls
Need help with these?
Elayne guides families through every step.
elayne.com

Evergreen Hills Funeral Home
Essential Steps After a Loss
A practical checklist for the first weeks and months
Locate important documents (will, insurance policies, Social Security card, birth/marriage certificates)
Notify the Social Security Administration
Secure online accounts and devices
Contact employer about final pay and benefits
Notify banks and credit card companies
Contact DMV to cancel driver's license
Forward mail through the post office
Transfer or cancel utility accounts
Notify health insurance provider
Cancel subscriptions and memberships
Need help with these?
Elayne guides families through every step.
elayne.com
Real resources for families
Finally have an answer for "what do I do now?"
Your custom dashboard
Know it's working—without lifting a finger.
Your dashboard shows you everything at a glance:


Impact
Pre-Planning Lead Generation
A simple prompt in our check-in texts invites families to request pre-planning information. When they say yes, you get the lead.
New leads found today
New Pre-Planning Lead

Margaret Kowalski
(555) 234-5678
1.2 mi away
Planning for herself and her husband
New Pre-Planning Lead

Robert Chen
(183) 273-5678
2 mi away
Served his wife Linda in March
New Pre-Planning Lead

Constance Delgado
(555) 234-5678
1 mi away
Interested in pre-planning
New Pre-Planning Lead

Eugene Bartlett
(243) 456-7890
0.7 mi away
Interested in cremation options
New Pre-Planning Lead

James Hernandez
(243) 918-1234
1.5 mi away
Ready to schedule consultation
FAQ
Answers to your most common questions
What do families receive?
Do families know it's automated?
How do Google reviews work?
How do pre-planning leads work?
Do I have to enroll every family?
What if I have multiple locations?
What do families receive?
Do families know it's automated?
How do Google reviews work?
How do pre-planning leads work?
Do I have to enroll every family?
What if I have multiple locations?
Contact us
Get started today






