A&I Wealth Management > Blog > The End-of-Life Checklist: 3 Things Everyone Needs to Have

When someone passes away, the surviving loved ones have a lot of work to do. With our decades of experience, we have created three checklists to simplify matters and reduce the stress.

  1. What to do when a loved one dies
  2. Family financial album
  3. Preparing for the end-of-life workbook

Read on for links to the digital versions. Call us or reply to this email, and we will print them for you. Please share this information with people you care about!

For Survivors: What to do When A Loved One Dies

When a person passes away, we have a lot of things to do. The most important thing is to take care of ourselves. Here is a checklist for an executor to simplify the work of caring for the financial assets of the decedent.

For Everyone: Create Your Wealth and Wellbeing Album

To help your family in the event of your own passing, then check out our Wealth and Wellbeing Album. This document is one of the most popular documents we offer at A&I.

We hold Wealth and Wellbeing Album workshops every year. Feel free to contact your wealth manager for information specific to your situation and for a custom book just for you!

“Preparing for the End-of-Life” Workbook

One of the most important decisions we can make is to decide how we want to leave the planet. The process that we go through, in the American healthcare system, can be arduous. But, through preparation and conversations with our loved ones, we can make it more elegant and less painful. Specifically, what medical care do you want (or not want), and who do you want to make these decisions for you if you are not able?

For the workbook that helps with the end-of-life decisions, please contact your wealth manager.

For Even More Information

The most important thing to do is care for yourself. At A&I, we want to help you with all of the second-most-important things, and the list is long! Feel free to share it with your friends!

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.