Surviving Financially When a Loved One Passes

Imagine your husband or wife suddenly passes away. You are completely grief-stricken from the loss of your love. How will you sort through the overwhelming paperwork and financial transition?

Having a comprehensive plan and dedicated advisor can relieve you of much of the administrative headache so you can focus your attention and energies on those things that matter most.

There are many things to know, both where they are and how to access:

  • Investment & Bank Accounts
  • Insurance Policies
  • Death Certificates
  • Corporate/Government Benefits
  • Forms & Filings to Close Out Estate
  • Asset Transfer to Appropriate Parties

There are many forms required to settle a loved one’s estate; it is easy to get lost or miss certain forms. And these forms contain language that many people may have never heard before, and boxes to check which may or may not apply to your situation.

You don’t have to do this alone. We are here to help. We help you navigate and process all the forms and financials, so you can walk through this time with a helping hand. And, we’ll help make sure you will have confidence that you have taken care of your loved one’s estate responsibly and professionally.

Let’s Have a Call.(502) 326-0000. You talk. We’ll listen. And together we’ll collaborate.