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Care specialists

A steady person in a hard season.

Care specialists are trained people who help families move through loss, caregiving and leave. They know the paperwork, they know the options and they know how heavy it all feels.

An older woman smiling while she talks on the phone at her laptop

What they do

Practical help, with a human touch

Make sense of the plan

Walk through what matters now, what can wait and what can be handed to someone else.

Find and organize

Help track down documents, accounts and policies, and keep them in the vault.

Prepare for hard calls

Get ready for calls with banks, insurers and agencies, and join some with your permission.

Draft letters and forms

Help fill in forms and prepare letters, so you only need to review and send.

Find local help

Look for in-home care, funeral options, counselors and other services near you.

Know when to refer

Recognize when you need an attorney, a doctor, a therapist or a financial professional.

Clear boundaries

What care specialists are not.

Care specialists are not lawyers, doctors, therapists or financial advisors, and they do not give legal, medical or financial advice.

That boundary protects you. When a question needs a licensed professional, your care specialist says so plainly and helps you find the right one and prepare for the conversation.

Training

How care specialists are trained

Before working with a single family, every care specialist completes our training program and works alongside an experienced colleague.

Grief and loss

How grief shows up, how to listen well and how to support without rushing anyone.

The practical steps

Death certificates, benefits, claims, probate basics, caregiving services and leave rules.

Privacy and security

How to handle sensitive information, verify identity and use only the access a case needs.

Knowing the limits

When and how to refer to licensed professionals, and what to do if someone is in crisis.

Shadowing

New care specialists work alongside an experienced colleague before taking cases on their own.

Ongoing learning

Regular refreshers as rules change and as we learn from the families we serve.

Supervision

Supported and supervised

Good care needs good support behind it.

  • Senior specialist oversight

    Every care specialist has a senior colleague to turn to with hard questions.

  • Regular case review

    Cases are reviewed so quality stays high and nothing important is missed.

  • Two-person rule

    Sensitive access, like opening a vault document to help, needs a second approver.

  • Care for the carers

    This work is heavy. Specialists have protected time and support for their own wellbeing.

Availability

Hours and languages

Hours

Care specialists work Weekdays, 9 am to 6 pm Eastern Time.

You can send a message any time. Our goal is a first reply within 24 hours, and scheduled calls are booked in the app at times that suit you.

Languages

Today, care specialists work in English.

Spanish is next on our plan, and we will add other languages based on what the people we serve need. We will update this page when each one is available.

Gracekeeps is not a crisis service

Care specialists are not available around the clock. In the US, if you are in crisis, call or text 988 to reach the Suicide and Crisis Lifeline at any hour. In an emergency, call 911.

Someone to walk with you.

Care specialists are included with Plus and with plans offered by employers and insurers.