Estate Planning and Advisory for Widows and Widowers

The loss of a loved one is hard and comes with true growing pains. Survivors are often left with difficult questions regarding property in the estate, taxes involved in settling the estate, and even how to access financial accounts. In your time of grieving and confusion, our advisors can help review all aspects of the estate and orchestrate a plan of action to help put your mind at ease.

  • Will/Trust
  • Life Insurance Policies
  • Birth Certificate
  • Marriage Certificate
  • Death Certificate (if obtained)
  • Funeral Arrangements or Instructions
  • Social Security Cards
  • Tax Returns
  • Divorce Agreements
  • Bank Statements
  • Investment Accounts
  • Stock Certificates
  • Pension/Retirement plans
  • Loans
  • Mortgages
  • Leases
  • Deeds
  • Motor Vehicle Titles
  • Car Insurance
  • Homeowner’s Insurance
  • Health Insurance

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