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Honoring their Legacy

Honoring their Legacy


In the challenging time following the loss of a loved one, managing financial affairs can feel overwhelming. Our checklist offers essential support during this difficult time. We provide clear, step-by-step advice for managing immediate financial responsibilities, ensuring a smooth transition during this period of adjustment. Our checklist focuses on simplifying complex financial tasks, offering practical tips for coping with new financial challenges, and helping you maintain stability in the midst of change. With this resource, we aim to ease your financial burden, allowing you to focus on healing and remembrance.

  • License

    For personal use only license. Want to use this checklist as a resource for your clients? Please see the “Advisor Use” license option. The checklists are available as hi-res downloads. Read the full license here. Honoring their Legacy Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International

  • Refund Policy

    This product is a digital download. No refunds will be issued.

  • Receiving Your Checklist

    This digital file will be immediately available for download post purchase as well sent via email.

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