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Executor Matters - (434) 260-6424

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Contact: Tracy Roussey

Phone: (434) 260-6424 office, (703) 867-8292 cell

Email: tracy@executormatters.com

Address: RR 1 Box 814, Roseland, Va 22967 (Wintergreen Resident)

Website: https://www.executormatters.com

Description: Trained Professional of After Loss Services to help ease the burden of estate administration, organization, and transition so families can focus on healing. Provides practical support and project management to families navigating the administrative work of settling a loved one’s affairs. Helps families understand what legal and financial tasks need to be done, and in what order. From organizing documents and closing accounts to coordinating with attorneys, realtors, and other professionals, guides executors through every step.

Services include: guiding heirs through estate paperwork, accounts, and logistics; organizing personal and digital assets; connecting families with trusted professionals; giving compassionate, hands-on support during one of life’s most difficult times.

I can also help you plan ahead, to help make sure you leave things in good shape. Services include: legacy/estate organization; curating & storing memorabilia; home inventory creation for insurance or legacy purposes (ex. documentation of why certain pieces are important, and what should be done with them in the future).

Treasure Editor

Contact: Tracy Roussey

Email: tracy@TreasureEditor.com

Phone: (434) 260-6424 office, (703) 867-8292 cell

Address: RR 1 Box 814, Roseland, Va 22967 (Wintergreen Resident)

Website: https://www.treasureeditor.com

Genre: Decluttering/Downsizing

Description: 20 years of experience helping people organize and manage their spaces. Services include: curating & storing memorabilia, developing organization systems for any household space, decluttering & downsizing, designing closets & storage, advising on collectibles, liquidating gold & silver, creating home inventories for insurance or legacy purposes.

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Blue Ridge ElderCare Advisors, LLC - 434-465-4508

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Contact: Fred Jung, RN, PhD, Founder

eMail: breldercare@gmail.com

Phone: 434-465-4508

Website: www.blueridgeeldercare.com

Genre: Home care

Description: Offers offer the following services: Health, Safety and Needs Assessments; Guidance, Recommendations and Referrals for Senior Care Services; Patient Advocacy; and Coordination of Care and Evaluation of the Quality of Care

Expedition Trust - 434-995-5833

Contact: Paula Newcomb

Phone: (434) 995-5833

Address: 310 4th Street, NE Suite 102, Charlottesville, VA 22902

Email: paula.newcomb@expeditiontrust.com

Website: https://www.expeditiontrust.com/services/

Description: Expedition Trust can serve as executor in wills. Fiduciary responsibilities as executor include probate of the will and administration and settlement of the estate. Expedition Trust also can serve as custodian, including custodian for guardianship accounts, for both personal agency and trust accounts as well as institutional custody accounts. They also can serve as trustee, or co-trustee, of revocable, irrevocable, and charitable trusts, as well as managed self-directed Individual Retirement Accounts (IRAs).

Genre: Legal

Thomas Jefferson Planning District Commission Mobility Mgmt Program - 888-879-7379

Contact: Lucinda Shannon

Phone: 888-879-7379

eMail: lshannon@tjpdc.org

Website: https://tjpdc.org/our-work/transit-planning/rmm/

Genre: Transportation

Description: Government funded organization that helps people find rides. This link provides a list of transportation options: https://tjpdc.org/wp-content/uploads/Transportation-Resources-2-15-24.pdf

Partnership for Accessible Transportation Help (PATH) - 888-879-7379

Contact: Lucinda Shannon

Phone: 888-879-7379

eMail: lshannon@tjpdc.org

Website: www.PathVA.org

Genre: Transportation

Description: Government funded organization that provides free transportation information and referral service for Region 10 (which includes Nelson County). They focus on finding rides for older adults and people with disabilities.