Navigating the Death of a Loved One [Checklist]

If you have lost a loved one, your world can feel upside down. You may feel overwhelmed, and you may not know where to start when handling financial affairs after the funeral.

This checklist provides a step-by-step overview of where to begin, what documents you will probably need and important people to call.

Be sure to take care of yourself, take things slow and ask for help when you need it. When you are ready, work with a professional to create a new budget and financial plan to secure your future.

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