Personalized Bereavement

Our team is ready to assist

with compassionate and

professional support


“I don't know what I would have done without Banister. After a sudden loss, I had no clue or desire to figure out what needed to be done. They made it so simple, they truly care. This kind of service isn't easy to find.” - M. C.

Many of us want to help our family members and friends any way we can after they experience the death of someone close. However, it can be difficult to provide the kind of support that's truly needed when people live far away or if we have our own limitations in terms of available time or expertise.

A thoughtful gift in these circumstances can be the Personalized Bereavement Services offered by the team at Banister Advisors. Our services can be delivered in packages of either 6 or 10 hours and are designed to assist individuals and families who are facing the emotional and logistical complexities that arise after someone dies. These services can be provided effectively over the phone across the United States, or in person for clients in our Seattle and Portland markets.


During the initial consultation our expert Navigators sensitively review the client's needs, and begin creating a customized Bereavement Support Plan


Each unique plan may include elements such as: 

  • Therapeutic support and resource sharing to reduce logistical burdens and diminish potential stressors

  • Customized communications to inform family, friends, and the general community of the deceased’s passing

  • Culturally sensitive referrals to nearby spiritual care providers, funeral home directors, clergy, licensed mental health professionals and secular grief coaches

  • Coaching on how to plan and manage funeral/memorial events, including ways to honor the deceased’s unique personality, culture, history, and desires

  • Development of a detailed Bereavement Checklist required to settle the affairs of the deceased

  • Concierge matching for grief therapy options based on insurance coverage and other factors (e.g. individual  group format, location, day, time, therapist background/gender, etc.)

A Daughter's Duty



 “Thank you so much for all your loving support throughout our journey. Your service is priceless.” - T. C.


Samantha was left in absolute shock when she received the morning update from her father's doctor. She could not believe that he had just died. They had spoken on the phone just the night before to discuss her travel plans to see him later that month. What should have been a simple overnight stay in the hospital to address a kidney infection had quickly turned into a much more critical condition. Samantha felt as if she was trapped in a nightmare as she began to make the painful calls to her closest family and friends to share the news. In four years, Samantha has lost both her parents and was overwhelmed by the thought of all that was ahead of her.

As a small business owner, Samantha was in a difficult position.  While she wanted to put her life on hold to handle her father's affairs, plan the funeral, and support her two younger brother's in their own grief, she felt torn by obligations to her clients and employees. Sensing that Samantha could use some expert support, her Uncle William who lived in another state called Banister and made arrangements to have a Navigator contact her directly.


Samantha's assigned Navigator, an experienced  social worker and licensed mental health professional, was able to quickly lift some of the logistical burdens by coordinating the final details of the upcoming funeral and assistance tracking down an insurance policy payout to be included in her father's assets during probate. From there, Samantha was allowed to spend more time trying to stay healthy, managing her business, and being present for her youngest brother who was struggling to stay sober throughout his intense grief. During their weekly calls, Samantha's Navigator would help identify the most pressing areas where she could be of service with specific tasks and to provide compassionate support every step of the way. Her Navigator even found a low-cost mental health provider to begin working with her brother right away, with great success.


Samantha credits Banister's support with enabling her to maintain her own well being and the health of her business during one of the most difficult four months after her father's death. She was also grateful for the expert and timely support she needed to ensure her brother was set up to effectively manage his own sobriety. The customized checklist created and managed by her Navigator meant that important steps were not overlooked, which helped Samantha remain less anxious about managing all her responsibilities. 


Samantha says she will never forget Uncle William, her father's brother, who was able to provide her with the greatest gift of support during the period of her life when she needed it most.