Financial Priorities Checklist After a Loss

This document is a checklist that outlines the financial priorities families should consider after experiencing a loss. It provides a timeline for the first year following the event, divided into four key phases: the first 30 days, 30 to 90 days, 90 days to 6 months, and 6 to 12 months. Each phase includes specific actions to stabilize finances, begin administration, organize assets, and engage in strategic planning. The checklist emphasizes the importance of ensuring liquidity, securing digital assets, initiating probate processes, and reviewing estate planning documents. It also suggests coordinating with financial advisors to navigate these steps effectively. The document concludes with a disclaimer stating that the information is for informational purposes only and does not constitute legal or tax advice, encouraging individuals to seek professional guidance as needed.