Survivor Checklist - Here's What You Need to Do if a Loved One Passes Away

February 15, 2021 – There are a number of things that need to be done in case a spouse or loved one passes away, whether notifying various government agencies like social security or reaching out to life insurance companies, banks, credit card companies and others. In case you haven’t thought of these things or would like to know the various steps that should be considered, including the numbers to call, we are going to provide that information for you today based on a survivor checklist that we’ve developed over the many decades in assisting clients with this process. To speak with any of our advisors or wealth managers, feel free to Contact Us online or give us a call at (888) 486-3939.

Click here to access the Survivor Checklist (pdf)

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