Losing a Loved One

Help in handling a loss

When a loved one dies, whether it was unexpected or the result of a lengthy illness, everything else can seem insignificant. Though the natural inclination may be to put things off, there are important legal and financial matters that need to be attended to. Whether you're a spouse, a partner, a parent, a sibling or a special friend, knowing the steps that need to be taken can help you do your part with love and compassion—and help avoid problems later on.

In this section, you'll find:

Help getting started

Be aware of some of the primary issues that need to be addressed when a loved one dies:
  • Notification of family and friends
  • Funeral arrangements
  • Contacting an estate planning attorney to review the will and/or trust, and to handle the legal and tax implications
  • Notification of employer, insurance companies, government offices and financial providers
  • If your own financial picture may change, assessing what this means
  • Contacting a financial planner or investment adviser to review your assets and determine a financial plan to meet your current and future needs
Our Two Cents
When a loved one dies, reach out to friends, family and trusted advisors. They can help with some of the first issues that need to be handled.


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The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

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