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

May 15, 2023 – In the unfortunate event of a spouse or loved one's passing, there are numerous crucial tasks that must be initiated. These responsibilities can include notifying key government agencies, such as the social security department, along with reaching out to life insurance companies, banks, and credit card firms, among 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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