First Steps: A Comprehensive Guide To Financial Matters After A Death

★★★★★ 4.5 63 reviews

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Management number 231677929 Release Date 2026/06/18 List Price $10.30 Model Number 231677929
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First Steps: A Comprehensive Guide To Financial Matters After A Death provides the reader with information and tools needed for handling financial matters after the death of a loved one. This 92 page book is full of checklists, tips, and other resources that are helpful to a person dealing with a decedents financial matters. The book includes ample space for the reader to take notes and create personalized action item lists. Topics covered include: - Funeral payment options- Identity theft protection of the deceased- Creating a support network- Document gathering- Understanding probate and estates - How to hire professional advisors to assist you- How to obtain Social Security Benefits- How to obtain Veteran Benefits- Continuation of Health Insurance Benefits- Notification to an employer and other groups- How to make a life insurance claim- Closing bank and investment accounts- How to handle estate debt- How to close email and social media accounts.The appendix of the book contains over 250 web links and phone numbers to local resources for the reader to find additional help in their own state. This book is ideal for readers that don't know where to start when dealing with a deceased persons financial affairs. It is also a great resource for grief counselors, funeral directors, and hospice care professionals. Read more

ISBN10 0615802710
ISBN13 978-0615802718
Language English
Publisher First Step Solutions
Dimensions 8.5 x 0.21 x 11 inches
Item Weight 8.5 ounces
Print length 92 pages
Publication date April 12, 2013

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