When you lose a loved one - guide to helping you through difficult times

Signature Wealth Concepts, LLC |

Whether you are the spouse, partner, child, parent, sibling or friend of the deceased, there are necessary tasks and decisions that must be made when a loved one dies.

However, these decisions do not have to intrude completely on your need for solitude or quiet reflection, and can be made less stressful.

Having assisted many people in similar situations, we know you will have questions. You are dealing with issues and emotions you may never have faced before. Over the next few months, you will need to make important choices you may feel unprepared to make. We are here to help you through this difficult time so you can make decisions that are beneficial to you. To that end, we have included sections on:

  1. How to take care of you
  2. How to prioritize the things you need to do
  3. Documents you’ll need and suggestions on how to find them
  4. Sample letters/emails for you to copy and send as needed
  5. Making sense of tax issue
  6. Additional resources






Click above to view the losing a loved one brochure 

GE-3167690.2 (7/22) (Exp. 7/24)