![]() The following checklist can provide guidance to survivors as well as act as a roadmap for estate planning if you do not already have your estate prepared or need to update your will and information. Not delineating your wishes can lead to disruption, both financially and emotionally, after you are gone. ![]() Nonetheless, there will also be situations on the other end of the spectrum – due to lack of planning, the misconception that there aren’t enough assets to worry about or the belief that if you don’t talk about the end of life, you don’t have to worry about it. A significant part of successful financial planning after a family member passes falls on leaving clear instructions for this difficult and vulnerable time, and this can be one of the greatest gifts you leave behind. ![]() Perhaps, you have even had the opportunity to review their documents and discuss those wishes in advance. Hopefully being given the responsibility of fulfilling the last wishes of your loved one comes with little to no surprises, and you find the deceased has put into writing exactly what they intend for their legacy. The basic action steps are similar in all situations however, every family dynamic is different, and various twists and turns can be expected for survivors to navigate. All federal employees and retirees should download this form, fill in the information needed, and file it with your estate plans or in your retirement file. When you suddenly find yourself in unfamiliar territory – after the death of a loved one – we can offer assistance to guide you through the financial aspects of this event. FREE - Download Survivors Checklist (PDF Version) This free checklist outlines the key information your heirs will need at a critical and stressful time.
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