Digital Wellness for Agents: Help Families Get What They Need After a Loss
When a Client Loses a Parent, the Phone Locks Before the House Sells
The hardest part of settling an estate often has nothing to do with the house. It's the locked phone, the email no one can open, the bank login nobody knows, and the family photos stuck in an account with no recovery contact.
Real estate agents who work with estate, probate and senior clients see this constantly. A family can't find the utility accounts, can't reach the online bill pay, or can't get into a parent's email to find the documents they need. Every one of those roadblocks slows down the rest of the estate, and the home sale with it.
On Tuesday, October 27, JCC Concierge is co-hosting a practical session with Laura Leist, CPO®, CRTS, to help agents solve that problem for their clients and for themselves. It's part of our monthly Life Event Education Series for real estate professionals.
What You'll Learn: Digital Wellness, Quick Wins and Essential Tools
Laura's session is hands-on. Bring your phone, because you'll set some of this up before you leave. Here's what she'll cover:
What a Digital Estate Plan is and why every household needs one, not just people with large estates.
The parts of a digital estate, including the categories of digital assets families need to identify.
The most common roadblocks families hit when trying to access a loved one's accounts, and how to avoid them.
Cloud-based password managers and what they can securely store. It's much more than passwords.
Legacy and Account Recovery Contacts on iPhone and Inactive Account Manager on Android, so trusted people can get in when they need to.
How to memorialize social media accounts for thoughtful digital closure.
A walkthrough of tools designed to capture your digital information, and how to use them.
You'll leave with two things: your own accounts better protected, and a clear, credible way to guide clients' families through the digital side of a loss.
Meet Laura Leist
Laura Leist is a nationally recognized leader in organizing and productivity, and one of the earliest voices in digital wellness. She coined the term "digital organizing" in 2001. As founder of Eliminate Chaos, she has spent more than 20 years helping thousands of clients simplify their digital lives and navigate major life transitions.
Her credentials include:
Certified Professional Organizer (CPO®), one of fewer than 300 worldwide
Certified Relocation and Transition Specialist for Seniors (CRTS)
Past President of NAPO, the National Association of Productivity and Organizing Professionals
Trained After Loss Professional
Laura works closely with executors and families to locate essential information, secure digital accounts and organize documents. Her perspective is also personal. After the sudden passing of her husband, Rob, she relied on the same systems she teaches. Because they had prepared, she got through an overwhelming moment with more clarity, and now she helps other families do the same.
After the Passwords, There's Still a House
Digital accounts are one piece of an estate. For most families, the biggest piece is the house. It's often dated, full of belongings and needs work before it can sell well, while the family is grieving, short on time and often short on cash.
After Laura's session, JCC Concierge founder and CEO Scott Miller will show how agents hand that whole problem to one partner:
More than a funding solution. With Fix Now Pay At Closing, JCC pays for pre-listing work upfront and the seller repays at closing. Nothing out of pocket.
Full project management. JCC handles scope, contractors, scheduling, permits and daily oversight, so the agent stays focused on the listing.
Beyond renovations and repairs. JCC coordinates the transition work families get stuck on, from estate cleanouts to moving, storage and staging.
Backed by written guarantees. Every project carries a Minimum Extra Profit Guarantee, an On-Budget / No Change Order Guarantee and an On-Time Completion Guarantee.
JCC projects average $190K in additional profit for sellers, with more than $10M returned to homeowners.
Event Details
Date | Tuesday, October 27, 2026 |
Time | 11:30 AM to 2:00 PM (doors open at 11:00 AM) |
Location | Ponderosa Work Club Room, 150 120th Ave NE, Bellevue, WA (same building as Guild Mortgage and Windermere Real Estate) |
Food | Appetizers on arrival, lunch to close |
Who should attend | Real estate agents and professionals who serve families through estate, probate, senior transitions and other life events |
Agenda
Time | Session |
11:00 AM | Doors open, appetizers and networking |
11:30 AM | Welcome from JCC Concierge |
11:40 AM | Digital Wellness with Laura Leist |
12:40 PM | Scott Miller, JCC Concierge |
1:10 PM | Q&A |
1:20 PM | Lunch and networking |
Reserve Your Seat
Life-event sellers remember who made a hard season easier. Spend one afternoon with us, and you'll leave with your own digital life better protected, a new way to serve grieving families, and a partner for the listings that usually stall.
Seating is limited. Register on Eventbrite to save your spot, and bring a colleague who works with estate or senior clients.
