Broker Check

Survivor’s Checklist: A Guide for Navigating What Comes Next

Losing a loved one is never easy—and during a time of grief, the number of tasks and decisions can feel overwhelming.

That’s why we created the Survivor’s Checklist.

This booklet is a practical guide designed to help families navigate the steps that need to be taken after a loss. From securing important documents and arranging funeral plans to contacting financial institutions and updating legal records, our checklist is a roadmap for you and your family.

Client Centered

What You'll Find Inside: 

  • Next Steps based on a timeline spanning the first few days to the first few weeks 
  • Helpful links and resources for navigating this challenging time - including Veteran Benefits 
  • Other Considerations - Wrapping up loose ends with care and respect, including reminders about social media, digital accounts, prescriptions, and household services - because the small details matter, too. 


Who It's For: 

  • Families who have recently lost a loved one 
  • Executors of an estate who need to know what comes next 
  • Those looking to best prepare for the future


Prefer a print version? Let us know!