In this two-part guide, you'll find:
IMMEDIATE STEPS
What to handle in the first hours, days, and weeks following the loss.
FINANCIAL & LEGAL CONSIDERATIONS
Key steps to protect assets, settle accounts, and navigate the legal process in the weeks and months ahead.
GUIDANCE WHEN IT MATTERS MOST
Practical information to help you make informed decisions with confidence.
The days following a loss can feel disorienting — emotionally and logistically. This guide is designed to help you focus on what matters most at each stage, without feeling like you have to figure everything out at once. Your financial advisor can help coordinate many of these steps alongside your attorney and accountant, so you're never navigating them alone.
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"When a Spouse or Loved One Passes."