July 15, 2024 – When a spouse or loved one passes away, there are many important tasks that must be undertaken. This includes informing key government agencies, such as the Social Security Administration, and contacting life insurance providers, banks, and credit card companies. If you’re unsure of the steps to take or need detailed instructions, including contact numbers, we will share a thorough survivor checklist. This list is crafted from decades of experience in helping clients navigate this difficult process.
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