After the Death of a Loved One
The bright side of the work I do as a fee only financial advisor is the smiles and thank yous, and the numerous times my clients express how much peace of mind I have brought them.
The downside of my work is when a client, or their parent, passes away.
It’s not only emotionally stressful – it’s a lot of work. And I mean A LOT.
During this time there is no one I would rather have on my side than After the Fact Final Affairs. They help you wade through all the things you have to do, step by step, and more importantly they help you avoid costly mistakes.
Think you should cancel credit cards right away? Not so fast. Think you know where your loved one kept important papers, and their stash of cash? Think again. Tisha, founder of After the Fact, has some amazing stories of found treasures that would have been lost if not for her services.
There is so much to do when you lose a loved one, and it’s hard to know where to start or who to turn to. Human nature often makes us want to do it ourselves, but this is one of those items where a little professional assistance can go a long ways.
For our clients, as their financial advisor we do as much of the legwork as we can, which involves coordinating with their attorney and CPA, putting in insurance claims, reevaluating cash flow and expenses and helping get accounts re-titled. But when it comes to dealing with auto titles, bank accounts, credit cards, driver’s licenses, utilities, associations and memberships, leases, credit agencies and all that kind of stuff, that’s where After The Fact’s services shine. Just know when the time comes, you don’t have to go it alone.