Post Mortem Checklist – 1 year

Many areas require attention to detail following the death of a loved one. It can be complicated and challenging to keep track of what you may need to handle. This checklist will help guide you through several areas that you may encounter during the first year.


Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.