Agents/ Advisors

Help your clients prepare and build a relationship with the next generation.

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Individuals/ Clients

Find a plan to make life as easy as possible for the surviving family when a loved one passes.

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Why do I need Estate Cash?

Dealing with the Unexpected: Planning Ahead for Peace of Mind

Losing someone you love is never easy. It's a time filled with emotions and, unfortunately, financial stress too. While it's not a pleasant topic, thinking ahead about these matters can make a big difference for your family.

When someone passes away, there are immediate costs that pop up:


Funeral arrangements

Travel & lodging expenses for family members

Lost income from taking time off work

Short term living expenses for the immediate family

Here's the tricky part: To access money from bank accounts or life insurance after someone dies, you need a death certificate. But to get that certificate, you have to wait on the government, and then the funeral home needs to be paid first. This can put your family in a tough spot, having to cover these costs themselves right away.

By planning ahead, you can help shield your loved ones from this added stress during an already difficult time. It's a thoughtful way to show you care, even after you're gone.

Remember, taking small steps now can prevent big worries later. It's not about dwelling on the sad stuff – it's about making things easier for the people who matter most to you.

Estate Cash will help you make sure your family has what they need when they need it most.