Losing someone close to you is one of life’s most painful experiences. During this time of grief, it can be overwhelming to figure out what needs to be done. We created this guide to help you focus on the most important tasks ahead, what needs to happen right away, what can wait, and when to bring in professionals for help.

We hope this post brings a little clarity and peace of mind as you take the next steps.

Living Trust or Testamentary Trust?
When it comes to your kids’ inheritance, timing and structure matter. This quick guide breaks down your options and helps you choose what fits your family best—because estate planning is about more than money, it’s about protecting their future.