Skip to content
Estate Management

Estate Planning Made Simple

Our Life Transitions™ Estate Management Organizer is a comprehensive tool designed to help you and your family manage the complexities that arise after the loss of a loved one. This downloadable guide provides step-by-step assistance in organizing important documents, locating benefits, and ensuring that your loved one’s estate is properly managed.

Whether you are navigating the immediate tasks after a death or preparing in advance, this organizer helps you track each step, easing the burden on your family during a challenging time.

In this guide you'll find:

  • Easy-to-follow checklist for important tasks and people to contact
  • Guidance on legal matters such as probate and transferring property
  • Help with locating and claiming benefits like life insurance and retirement accounts
  • Tips for managing credit cards, loans, and financial accounts
  • Information on how to handle taxes, utilities, and real estate

Our Funeral Home is here to support you every step of the way. Should you have any questions or need further assistance, please feel free to reach out to one of our Family Service Directors.