End of Life Planning

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

End of Life Planning Checklist

It’s never easy to think about how to plan for the end of our lives. We’ve compiled a simple checklist that helps you understand what you need to know, what you need to do, and how you can prepare.


Funeral Planning Checklist

Planning a funeral for a loved one is an emotional endeavor and a difficult task. This checklist helps to outline the many components of the planning process to help make this emotional time easier.


Immediately After

The time immediately following the death of a loved one can be overwhelming, with grief and bereavement complicated by a seemingly endless number of tasks. Many people find it extremely challenging to be sure that they have taken care of everything. This document lists the areas that likely need urgent or immediate attention so you can prioritize and focus on what matters most.


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.