Preparedness Guide When a Loved One Passes

November 16, 2023

We hope you found our recent article, "Preparing for the Passing of a Loved One," helpful. We understand that discussing these matters can be challenging, but being proactive in planning for the future is crucial. To help you take meaningful steps forward, we've outlined some actionable items you can consider taking today:


Begin Your Letter of Instructions: If you haven't already, consider starting your own letter of instructions. This personal document can provide invaluable guidance for your loved ones in the future. Feel free to reach out if you need assistance or templates to get started.

Discuss Debts and Financial Matters: Initiate a conversation with your family members about financial matters, including any debts. Transparency now can help prevent confusion and stress later. If you're unsure where to begin, our team can facilitate this discussion.

Gather Important Documents: Make a list of the necessary documents, such as wills, trusts, deeds, and insurance policies, that you should have on hand. If you need assistance in organizing these documents or verifying their legal validity, we're here to help.

Review Life Insurance Policies: Take the time to review any existing life insurance policies and ensure you understand the coverage. If you don't have a policy or need advice on selecting the right one, we can guide you through the process.

Compile a List of Online Accounts: Start compiling a list of your important online accounts, including bank and credit card accounts. Remember to keep this list in a secure place and inform a trusted family member of its location.

Schedule a Meeting with Us: If you feel overwhelmed or have specific questions related to financial planning, estate matters, or any topic covered in the article, please don't hesitate to contact us. We can arrange a meeting to address your concerns and provide personalized guidance.


Taking these actions can help you and your loved ones be better prepared for the future, reduce stress during difficult times, and ensure that wishes are honored. We are here to support you throughout this process, providing guidance and a compassionate approach to these sensitive conversations.