Succession Planning

The Sudden Death Checklist

Let Us Help You Give Your Clients Peace of Mind

There is no topic more challenging than one’s own death. Your proactive guidance will give your clients comfort and position you – and your firm – as a key advisor that cares about the client and their family.

Covid-19 has changed the planning industry, which includes you! This white paper explains the challenges and solutions families have with the sudden death of a loved one (especially if they are business owners) and how you can serve them in an advisory capacity.

As their trusted advisor, you have a relationship with your clients that, with the right tools, can avoid the typical pitfalls clients and their survivors face in the event of a loved one’s death. Many of these family fiduciaries are clueless as to what is needed to perform their loved one’s estate plan administration. They also don’t have a relationship with you! These children are also at risk and would probably need your advice and support during this process.

The Sudden Death Checklist is a comprehensive information storehouse that keeps all of the business owner’s crucial personal and business information in one place, in case of a sudden death or incapacitation.

Get the ultimate "just-in-case" checklist for caregivers, clients, families and business owners!

The Sudden Death Checklist