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A financial guide for your survivors

When someone dies, they leave behind a life to be settled.

Few things are more difficult than coping with the death of a loved one. On top of the emotional strain, your grieving loved ones will be responsible for managing your final wishes, handling paperwork, closing accounts and notifying agencies.

eBook: What happens when you die

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In this e-book, we explain how to make the administrative and logistical work involved a little easier for your loved ones. We cover:

  • Where to turn for help
  • Records to keep and notifications to make
  • Considerations for surviving spouses
  • How to update end-of-life plans

From curiosity to clarity to results. That's Wipfli.

Our clients rely on us because we see their success the same way they do: As a continual process. We know that business is fluid and results aren’t an endpoint; they’re waypoints on a trajectory toward success.