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Personal and Estate Settlement Services

Assistance to help protect your loved one’s ID and legacy

Personal and Estate Settlement Services are available for all families. Some loved ones don’t realize they need assistance with legal arrangements, online accounts and potential identity theft.

For example, 82% of spouses do not receive their full social security benefit after the death of their husband/wife. And, 2.5 million identities of the deceased are stolen each year.

Phaneuf has partnered with estate settlement and identity experts on a fast, convenient service guiding families through a range of post-death needs. The service will reach out to you in one to three business days, with the first call providing quick help and setting an appointment with an estate specialist.

Phaneuf did not need to handle your loved one’s funeral plans in order to use this service. The cost of the Personal and Estate Settlement Services is $495. The estate specialist assists with the closing/transferring of online accounts, benefits and other ID situations.

82 Percent pie graph

82% of spouses do not receive their full social security benefit after the death

Personal and Estate Settlement Services - Phaneuf

What Families Need To Resolve After a Death Occurs

  • Social Security
  • VA
  • Deceased Registry
  • Opt-Out Credit/Insurance
  • Fraud Alert Setup
  • Claim Life Insurance
  • Will
  • Trust
  • Real Estate/Property
  • Utilities/Phone
  • Bank Accounts
  • Mail Copy of DC to Transunion
  • Pension or Retirement
  • Health Insurance/Medicaid
  • Credit Cards/Paypal/Other Debts
  • Cars/Vehicles
  • Car/Home Insurance
  • Taxes
  • Probate or Small Estate Affidavit
  • Other Health/Medical Policies
  • Current Employer (Non-Retired)
  • 401K/IRA/Annuity
  • Unclaimed Property
  • Mail Forwarding
  • Other Subscriptions/Memberships
  • AARP
  • Social Media/Email

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Questions? Contact us today and we’ll assist.