Help your clients prepare and build a relationship with the next generation.
Learn MoreFind a plan to make life as easy as possible for the surviving family when a loved one passes.
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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:
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.