Many of us don’t have a plan when it comes to preparing our family or ourselves for loss. To help you, we have put together two eBooks with guidance in letting your family know your wishes before you pass away and what needs to be done when you lose someone close.
A Love Letter to My Family: A financial ‘love letter’ to your family organizes your personal paper trail, enhances the legal documents you have prepared, and helps reduce stress and potential conflicts for your loved ones. It is NOT a binding legal or financial document but a tool that can help you organize your thoughts, wishes, and assets in one place.
What To Do When You Lose a Loved One: When you lose someone you love, there are many details to consider. Our financial guide walks you through important financial tasks to do during the days, weeks, and months that follow after a loved one passes away.