What to Do After the Death of a Loved One

March, 2024

The death of a loved one is an emotional event. Having to deal with personal loss is compounded by a host of legal and financial issues that must also be addressed. No one is ever quite prepared for either.

This checklist is designed to help you navigate many of those issues in a systematic way. As always, we are here to help you in these difficult moments.

Click here to download PDF checklist: 

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article.