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Survivor Checklist: What to do in the days and weeks after a loss

August 30th, 2021|Categories: Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

Our clients often turn to us for guidance on what to do in the days, weeks and months after their loved one passes. Whether you are the executor, widow/widower, or a loved one trying to help, the entire process of settling an estate can be overwhelming and time consuming. In this article, we break it down so you know what to focus on and when.

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