For employees and their families

A shared workspace for the hardest part of a loss.

150+ tasks, one plan, and the people you love working on it together.

Product TourSee the Experience →

From the first call through the months that follow.

Employee workspace
Shared plan activeEL
Personalized for your loss
Your plan after losing a parent
Invite family
42% complete
✓
Request certified death certificatesWhy you need them and how many to order
Done
EL
2
Contact the life insurance providerWhat to have ready before you call
Today
JSKM
3
Plan the memorial or serviceDecisions, vendors and family notes in one place
Next
AM
4
Notify banks and close accountsStep-by-step guidance for what comes next
Later
ELJS
AfterNotesSave the details your family will need.
Start hereWhat would you want your family to know first?
Funeral & memorial wishes1
Important people & contacts2
Personal preferences3
ELJSKM
Family collaboration3 family members working together
Product walkthrough

See the employee experience for yourself.

Walk through the Bereave benefit from the first steps after a loss through family collaboration, resources and ongoing support.

The idea

Turn chaos into a plan.

When someone dies, a grieving person is handed more than 150 tasks and no instructions, usually all at once. Bereave gives them a plan the moment they need it.

They answer a few questions, and what comes back is built for their loss, not a generic checklist. The next step stays in view, the paperwork is explained in plain words, and the service that can help is close by.

1Tell us what happenedA few questions shape the experience around the exact loss.
2Get the planThe right tasks, guidance and resources show up in order.
3Share the loadFamily can divide the work and see what has already been handled.
What is inside

Everything employees need in one place.

Practical steps, family coordination, preparation, grief support and real people to call when the checklist is not enough.

After-loss checklists
Employee using Bereave after-loss checklist
Next step: Contact the life insurance provider

Turn 150+ unfamiliar tasks into a plan.

Step-by-step guidance through banks, accounts, estates, funeral planning, insurance, mail and more. Instead of a search spiral, employees see the next right step.

Find the willDone
Order death certificates5 steps
Notify financial institutionsAssigned
Close recurring accounts12 left
Family collaboration
Family members collaborating after a loss
Invite family to share the load

Turn one overwhelming list into a shared family plan.

Employees can invite up to five family members, assign tasks and track progress together, so one person doesn't carry the entire burden.

Family workspace4 people
8 tasks sharedEveryone knows what they own
AfterNotes
Family completing AfterNotes together
Capture wishes before they're needed

Most people have legal documents. Almost nobody has written down the 150–200 choices their family will still face: flowers or donations, music, insurance contacts, who to call first and everything in between.

AfterNotes walks employees through those choices gently, one at a time, and lets them share the answers with the people who will need them.

Leave Your Family Fewer Decisions.

My AfterNotesA gift of fewer decisions
75 answered
MusicWhat should be played?
PeopleWho should be called first?
ServicesFlowers, donations or both?
AccountsWhere is key information kept?
Information captured50 pieces
People invited3 family members
Grief navigation

Guidance that changes as grief changes.

A support library organized by relationship and stage, from executor guidance and probate to books, podcasts and local support groups.

Bereave Support Library
Human help when needed

Support beyond the software.

Employees can access funeral planning guidance, a 15-minute estate settlement consultation and trusted vendors with discounts.

Funeral planning consultationIncluded
Estate settlement consult15 min
Trusted providersVetted
Built for the whole family

The work after a death rarely belongs to one person.

Bereave makes it easier to bring the right people in, divide responsibilities and keep everyone clear on what they own.

01
Invite the people they trustBring family and close friends into the plan without handing over the whole account.
02
Assign the right task to the right personA sister can handle insurance, a cousin can take the memorial photos, a partner can handle bank accounts and a brother can close utilities.
03
See who is handling whatEveryone stays coordinated without texts, spreadsheets or duplicated work.
Family collaboration graphic showing four family members sharing assigned tasks

Practical help and emotional support belong in the same place.

The practical and the emotional live in the same place, because in real life they never separate.

Book a DemoSee it for yourself →
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