After your services are completed, we may keep your file open for up to 90 days to address any additional needs that may arise. During this time, you can contact the planner you’ve previously worked with for support without requiring a new referral.

If new needs emerge in the future, please schedule a return customer intake using the beneficiary’s name and the primary email used when initially requesting services. Our team will review your request and connect you with a planner as soon as possible. You can schedule a return customer intake at this link.

Skip to content