Loss of a Loved One Guide

You may have concerns such as:

• Who the beneficiary will be if there is not a last will and testament.

• If a probate is required after the loss of a loved one.

• You may be named as the successor trustee of a trust and want to know what liability you have and how to avoid getting sued by your siblings and/or other beneficiaries.

• Maybe you are a beneficiary and wondering if the executor (the trustee and/or personal representative) have improperly managed the funds.

What You Will Receive

1. Loss of Loved One Checklist

2. What to Do if you are the Executor

3. Guide for Beneficiary

The death of a loved one is a traumatic experience. Sometimes people experience anxiety. Among other things, they feel like they should be doing something to arrange for their loved ones’ final affairs, but they do not know what to do. For that reason, we have put together this checklist of items to help you get started in making the final arrangements in the event of the death of a family member or other loved ones.

SUCCESS STORY #225

" My husband and I were sooo impressed with the service and attention that Dana and assoc provided for in assembling our trust, the importance of the details of such a document is imperative and they were professional and thourough!!! "

-Julie Jones, Arizona

You may have concerns such as:

1. Loss of Loved One Checklist

2. What to Do if you are the Executor

3. Guide for Beneficiary

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