Family Financial Survivorship Guidance
Our proprietary program offers spousal and family assistance during the difficult post-death transition as well as the entire estate process; services include:
- Spousal Financial Guidance – We will provide ongoing financial guidance to your surviving spouse and/or beneficiaries. Depending on your plan or the wishes of the survivors, we can serve in an advisory capacity to the executor or trustee. We’ll also make sure that funds are readily available as requested by the survivors throughout the estate transition.
- Perpetual Beneficiary Consultation – The changes resulting from the passing of a client will require a review and updating of the existing financial plan to reflect the new reality. We help develop a new plan in consultation with the surviving spouse and/or beneficiaries shortly after estate settlement.
- Family Emergency Workbook – This survivor’s guide helps organize, record, and centralize estate transfer information and it contains valuable information and instructions to help survivors and caregivers navigate this difficult time.
- Personal Representative and Trustee Checklist – While there is no good substitute for competent legal and professional advice, these checklists can assist the Personal Representative and Trustees with their primary duties and responsibilities through the estate settlement process*.
*Cleary Gull does not provide legal or tax advice.