Losing a loved one is incredibly difficult. While many financial and legal decisions can wait, clients may still face several immediate personal and administrative responsibilities during an already overwhelming time.

To provide some structure and direction, we created the “Loss Of A Loved One” Client To-Do List. It helps clients work through important next steps, including:

• Taking time for themselves and their family
• Making immediate arrangements
• Obtaining death certificates and identifying information
• Securing property and locating important documents
• Notifying key organizations and trusted advisors
• Keeping records of conversations and actions taken

Use it to give clients a clear starting point as they navigate immediate responsibilities after losing a loved one.