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Honoring their Legacy (Advisor Use)

Honoring their Legacy (Advisor Use)


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

    Want to use this checklist as a resource for your clients? You can! This link includes my "Advisor Use" license. Once you purchase a license at the Your Money Narrative Store, my checklists are yours to use and share with your clients.

    They are available as hi-res downloads under the Attribution-NonCommercial 4.0 International license. Checklists can be used anywhere as long as you attribute the checklist to Your Money Narrative. 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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