What To Do After Losing A Loved One: 21 Steps – Finger Financial Five #176

Losing a loved one is never easy, and it can be overwhelming to know what steps to take next. In the following video, a financial advisor shares 21 practical steps to help you navigate through the process after losing a loved one. From managing finances to dealing with communication, this video offers valuable advice for anyone going through this difficult time.

Real financial planning for real life.

Riverbend is a fee-only, fiduciary advisor. Our plans are personal, shaped by your values and designed to help you build a full life.

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1. Notify friends and family
2. Designate a leader 
3. Communication 
4. Lock the house down
5. Contact funeral home 
6. Contact their financial advisor, CPA, and Attorney 
7. Notify Social Security Office 
8. Notify other government organizations
9. Medicare Advantage plan 
10. Contact their employer or former employer 
11. Contact insurance companies
12. Make a list of all debts and bills 
13. Inventory of assets  
14. Contact credit card companies
15. Contact 3 major credit organizations 
16. Call DMV
17. Cancel memberships 
18. Close email & website accounts 
19. Work with CPA 
20. IRA account 
21. Estate Attorney 

You can also listen to the video as a podcast if you prefer. Click here.

On the lighter side, I attended the Stratos National Convention. Elliott and Iren attended too. I spoke on a couple of panels about best practices for financial advisors. Met many good people. I did get to squeeze in some early fishing one day.

Jeremy Finger, Founder

Jeremy grew up in Nichols, South Carolina, where fishing with his dad sparked a lifelong interest in how money shapes our lives. Since becoming a financial advisor in 1996, he’s helped people navigate life’s biggest moments—and today, with Riverbend, he offers a calm, personal approach that helps clients focus on what matters.