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Twelve Months of Financial Milestones What Kind of Advisor Do I Need? How Do I Find the Right Financial Advisor? How Do I Find the Right Legal Advisor? |
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WORKING WITH FINANCIAL AND LEGAL ADVISORS
As you struggle with the shock and grief of your loss, you may lack the energy to deal with financial and legal matters—both your own and those of the loved one you lost. Or, you may not have the time or inclination to handle these issues. In either case, seeking assistance from a professional advisor can provide peace of mind, and, in some cases, greater financial security. If you already have relationships with financial advisors or lawyers, contact them immediately so they can support you through this difficult time. If you don’t have an advisor, be prepared to invest some time to identify the type of advice you need and find the best provider for your needs. Assistance from a trusted confidante can be invaluable as you go through this process.
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