What to do when you lose a loved one eBook

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When you lose someone you love, there are many details to consider. Our guide walks you through important financial tasks to do during the days, weeks, and months that follow after a loved one passes away. The eBook includes:

  • A checklist of to-do items when a loved one passes away.
  • Important things to consider before and after the death of a loved one.
  • How to protect your deceased loved one from identity theft.
  • The Wisconsin Retirement System (WRS) and Social Security survivor and beneficiary information.
  • How to move on financially after a loved one dies.
  • And much more.

If your loved one had a 403(b) or IRA retirement/investment account with WEA Member Benefits and you are one of the beneficiaries, we can help you take a look at your financial situation, understand the implications of consolidating your accounts, and take a look at where and how your funds are invested. Please give us a call at 1-800-279-4030, Extension 8568.

What to do when you lose a loved one eBook

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