4 Things to do Before Losing a Loved One

No one is comfortable talking about the idea that people they love will all pass away someday.  Watch Chris Berte discuss 4 tips that can help reduce the stress and anxiety around losing a loved one.  With some planning now, you may be able to spend more time with your family and loved ones when they need it most, rather than worrying about getting finances in order. 


Losing a loved one is never easy.  Having to organize an estate and finances when you are grieving is something no one should have to go through. 

There are steps you can take to help put your mind at ease now and save a lot of trouble later.

  1. Review estate plan. The most important document is a last will and testament, but there should also be a durable power of attorney, beneficiaries, and trusts as well.
  2. Gather important documents, such as financial account information, property deeds, vehicle titles, and insurance policies in a safe place.
  3. Know who to contact. Put the contact information in a safe place for an attorney, insurance broker, financial advisor, and accountant. 
  4. Celebrate time together. Talk with your loved ones about their life and memories, as a well as their wishes.

Everyone can benefit from some degree of planning before a loved one passes.  Getting affairs in order can be overwhelming, but Signet is here to help. 

Need help preparing?  Please contact us to schedule a time to talk.




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