Survivor Support Services

Our Survivor Support Services was created to offer financial guidance to Surviving Spouses and Families during the difficult life event of losing a loved one. There are many financial decisions that must be addressed during this time. Here are a few…

  • Funeral expenses & final arrangements

  • Final medical bills

  • Request & complete life insurance and annuity claim forms

  • Notify Social Security to stop deceased future benefits and adjust Surviving Spouses Benefit

  • Notify employer’s HR Department to stop benefits, address spousal health benefits and pension income

  • Review & complete Estate, Trust and Will instructions

  • Retitle accounts, assets & vehicles

  • Update account registrations & beneficiary designations on bank checking, savings, investments, insurances, utilities, etc.

  • Close and/or change credit cards

  • Complete RMD requirements

  • and many more finance related decisions 

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PRICING

$675

As Add-on for existing Holistic Planning clients

OR

$1,100

+$125 Admin Fee

for Stand-alone services

(Planning fees payable in one up-front payment or 3 consecutive equal monthly payments. Admin Fee due at contract execution)

The Surviving Spouse or Family’s anxiety and grief can be significantly magnified if the deceased loved one oversaw the household finances and technical details of paying the bills, balancing the checkbook, watching the investments, budgeting, planning, etc.

Simple things can become overwhelming, such as, where are the files? Where are the checkbooks? What and where are the passwords? What bills are or are not automated?  Where are the Trust and Wills? Who is the investment advisor, insurance agent, accountant, tax preparer, attorney? Overwhelming, difficult, and burdensome, yes, but a reality of life.

Who is going to help your Surviving Spouse and family with financial matters when you or your spouse can’t or are no longer here? This is a key question that is often overlooked.

Have you formally designated a child, family member, or friend to help with your financial affairs? Will they have the time, temperament and expertise needed to help?

Our Survivor Support Services can be easily extended or transitioned to other Financial Coaching Services we offer. It would be our privilege to continue supporting and guiding your family with our knowledgeable and experienced team.