Estate Concierge — Cherry Hill Private Wealth

i. Planning Ahead

Getting your affairs in order.

You're building something you want to protect — for yourself and for the people you love.

Estate planning is one of the most important things you can do for your family. These tools help you organize everything your lawyer needs, document where things are, and leave clear guidance for the people who'll eventually need it.

→ Estate Planning Questionnaire Everything your lawyer needs to draft your will and Powers of Attorney — plus secure document storage with Cherry Hill.
→ Family Guidance & Final Instructions A personal document for your family — where to find things, what you wanted, and anything you'd like them to know.

ii. Supporting a Loved One

Stepping in when someone you love can't.

Someone you care about can no longer manage their own affairs, and you've been asked to step in.

Acting as Power of Attorney is one of the deepest forms of trust someone can place in you. This tool helps you manage their finances, track your decisions, and stay organized — so you can focus on caring for them.

→ POA Financial Management Tracker Track accounts, log decisions, manage bills, and coordinate with the professional team — all in one place.

iii. After a Loss

Moving through the weeks that follow.

You've lost someone you care about, and you've been asked to carry what comes next.

The weeks and months after a death are overwhelming. These tools walk you through what needs to happen, help you track every asset and obligation, and keep the process moving — at whatever pace you need.

We're here with you through every stage.

Start where you are.

Getting your affairs in order.

Stepping in when someone you love can't.

Moving through the weeks that follow.

You don't have to navigate this alone.