Loss of a Loved One
Loss of a Loved One
The loss of a loved one is an emotional and challenging time. We understand that the financial complexities following a loss can add to your stress. We are here to provide compassionate and expert guidance as you navigate this difficult period.
- Evaluate Financial Impact: We help assess how your financial situation is affected and coordinate with estate attorneys and other professionals.
- Executor Assistance: If you’ve been named executor, we guide you in enlisting attorneys and tax professionals to settle the estate, and we help with tasks like obtaining necessary certifications and managing asset transfers.
- Locate and Manage Accounts: We assist in locating financial accounts, securing important documents, and contacting financial institutions to manage and update account ownership, beneficiaries, and insurance policies.
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