We begin by taking the time to get to know you. Learning about your family, traditions, preferences, and religious observances allows us to provide thoughtful, personalized support.

During our guided conversation, we’ll complete a brief intake and clearly walk you through your options, explaining each step along the way. Our goal is for you to leave feeling informed, confident in your decisions, and with a clear understanding of the roles of the funeral home, cemetery, and other professionals involved.

Whether you are pre-planning, arranging at the time of need, purchasing cemetery property, erecting a monument, or coordinating shiva catering, we work closely with our trusted network of partners to ensure every detail is handled with care.

While there is no need to prepare in advance, it may be helpful to have the following on hand:

  • Social Security information (for the deceased or the person you are planning for)

  • Cemetery property documentation (deed or reservation)

  • Hebrew name or ketubah (if applicable)

  • Military discharge papers

  • Any prior funeral paperwork

If you don’t have these documents, that’s okay—we’ll guide you through what’s needed and help you obtain them whenever possible.

The bottom line: we’re here for you.

It all begins with a conversation.

Interested in learning more? Contact andrea@legacyconciergellc.com or 516.987.8639.

Not ready for a consultation? Start by downloading our complimentary funeral planning checklist or, if applicable, our Jewish funeral planning checklist.

So, how does a consultation for funeral services work?