After Loss To-Do List Consultation

When someone you love passes away, knowing what to do next can ease a lot of the stress you might soon encounter. In a 60-minute Zoom or phone call, your dedicated specialist will walk you through the essential action items, so you can move forward with confidence and focus on what matters most.

What you’ll get
• A short pre-call questionnaire to pinpoint your priorities
• A 60-minute one-on-one Zoom or phone consultation with an end-of-life expert that takes place with 72 hours of booking
• A customized to-do list covering the most critical steps you'll need to take
• A follow-up summary email with resources, templates and next steps

Topics we’ll cover
• How to order certified copies of the death certificate
• Notifying Social Security, pension plans and other benefit providers
• Closing or transferring bank, investment and utility accounts
• Updating subscriptions, memberships and online profiles
• Coordinating with funeral homes, legal professionals and government agencies
• Accessing life insurance, retirement and other financial benefits
• And more...

Why it helps
• Breaks down the process into clear, manageable tasks
• Ensures you don’t miss important deadlines
• Saves you time and spares you needless stress
• Lets you focus on family, healing and honoring your loved one

Ready to tackle your next steps with expert guidance?
• Book your After Loss To-Do List Consultation today and you'll receive your consultation scheduling link via e-mail.