A “next steps” financial guide for survivors
Losing a loved one comes with immeasurable grief. On top of the emotional strain, you may be responsible for managing their final wishes and their finances. There’s paperwork to be done, agencies to be notified, accounts to close down, a final tax return to file — these tasks can be overwhelming.
Whether you’ve recently lost a loved one or you’re looking for guidance as you prepare your or a loved one’s estate plan, this e-book can help. It walks you through:
- Who to notify
- Where to go to for help
- Records and notifications
- Considerations for a surviving spouse
- Updating your own end-of-life plan
This is not a journey you need to take on your own. There are many resources and people available to assist you. The first step is just knowing who to turn to.
Whether you have pieces of an estate plan already in place or you need help getting started, we’re here for you. We look at the full picture of your life — helping you preserve a lasting financial legacy by identifying your goals, creating an estate plan to meet them, and navigating everything from taxes to family dynamics.