The questions families bring back to you.
Weeks after the service, families come back with questions that were never part of your work — "the bank won't talk to me," "I don't know where the accounts are," "no one kept a list." Handing a family a printed record on the day prevents that call.
This page is for the people who serve grieving and aging families — funeral directors and funeral homes, estate and elder law attorneys, senior move managers, professional organizers, hospice and bereavement coordinators, and senior living communities. Not for families themselves.
What the records are
Three records for the families you serve.
The Household Record
Accounts, passwords, and a monthly budget — the workbook a family uses to keep day-to-day affairs in one place, while someone is still living.
See the recordThe Estate Record
Executor duties, the inventory, the accounting, and closing — the working record for settling an estate, built for the person doing it for the first time.
See the recordThe Safety Record
One test that works on any call, email or text — and a record of the accounts, freezes and reports already taken care of. Written to be handed to a parent, and for the weeks after a death, when the calls start.
See the recordFree for funeral homes
A card for the folder you already hand over.
Obituaries are read by scammers. In the weeks after a death, families get calls from people posing as the funeral home, the bank or Social Security. The fridge card gives them three questions that stop every one of those calls.
- One page. Prints in-house and photocopies cleanly in black and white.
- A “Given to you by” block for your firm's name and number — so the number a family reaches for is yours, not a caller's.
- A QR code to The First Week: a free seven-step checklist for the week after a death, sourced to Social Security, the FTC, the FBI and Equifax.
- No cost, no obligation, and nothing to sell the family.
The card
Before you do anything
- 1Did I start this?
- 2Is it pushing me to hurry, or to keep it quiet?
- 3Does it want money, codes, or access?
One yes — stop. Hang up. Call the number you already had.
Given to you by
Your funeral home
Your number
Why hand these to families
An aftercare asset, not a cost.
The families you serve will have questions later that aren't yours to answer. A printed record in their hands on the day means fewer of those questions reach your phone — and the ones that do come with the answers already written down.
Fewer calls back
The record answers the questions that otherwise come back to your firm's phone — accounts, passwords, the estate inventory.
Carries your firm's name
Co-branded covers put your firm's name on the record families keep. The asset carries your name into the home.
An aftercare asset
Handed on the day, it's a tangible piece of aftercare — not a brochure, not an upsell, not a cost to the family.
Built for your role
Whether you're a funeral director, an estate attorney, a move manager, or a bereavement coordinator, the record fits the moment.
Bulk & co-branded licensing
Copies for the families you serve.
Buy in volume for the families you serve. Your firm's name can be added to the cover, and pricing is quoted per firm.
A single team or a small firm
Quote on requestSeveral locations or an annual program
Quote on requestHigh-volume or multi-site programs
Quote on requestIndicative bands only. Exact pricing is quoted per firm and depends on the record, the format, co-branding, and the number of copies.
Request a sample
See a copy before you decide.
Tell us about your firm and which record you'd like to see — or ask for the free fridge card. We'll send a sample and licensing details.
Licensing inquiries can also be emailed to support@resilientedgegroup.com with "licensing" in the subject line.
Records and worksheets, not advice.
The Household Record and The Estate Record are organizers and worksheets. They are not legal, tax, or financial advice, and not a substitute for a qualified attorney, accountant, or financial advisor. Licensing them to families does not create a professional relationship between Resilient Edge Group and the families who receive them.
Read the full terms →
