Get Life Guide When A Loved One Dies - Phase Financial, Llc

The Life Guide When A Loved One Dies - Phase Financial, LLC is an essential resource designed to assist users during the challenging period following a loved one's passing. This guide provides a comprehensive breakdown of necessary tasks and documents to help ease the burden of managing affairs during this difficult time.

Follow the steps to fill out the Life Guide effectively.

1. Begin by pressing the ‘Get Form’ button to access the Life Guide and open it in your preferred format for editing.
2. Complete the section titled 'At the time of death' by noting critical actions such as notifying local authorities or the funeral home, as applicable.
3. Proceed to the 'Soon After Death' section. Here, fill in the necessary notifications to family, friends, and professionals about the death.
4. In the 'Documents You May Need' section, list down any required documents such as the death certificate, will, and insurance policies.
5. Follow the instructions in the 'Estate Probate' section carefully to understand the probate process and your responsibilities.
6. Continue to the 'Estate Settlement Process' section and outline the steps that need to be taken for settling the estate.
7. Document the contacts for professional advisors in the 'Professional Advisors' section. Fill in names and contact details as needed.
8. Complete the 'Document Checklist' by checking off necessary paperwork and noting their locations.
9. Fill out the 'Funeral Instructions' with specific preferences for the service, including type of burial or cremation and any special requests.
10. Finally, review all completed sections. Save your changes, and consider downloading or printing the document for your records.

Complete your Life Guide online for a smoother process during this difficult time.