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Client Tools

Surviving Family Checklist

The first few weeks after the passing of a loved one are a difficult time in a surviving family’s life. Along with the grief of losing a loved one, there are many funeral, financial and estate details to be addressed along the way. We have compiled a checklist with some things that will need to be addressed and the timeframe in which they may need to be completed.

Though there will be some things that will be time sensitive, one thing during this time that does not have a timeframe is the emotional process of what you’re going through. This will be a hard time for you. There is no ‘right’ way to go through this process. Lean on your faith, family, and friends. It’s ok to need help and it’s ok to ask for help.



A Beginner’s Guide on How to Use Zoom

Sometimes a few of us are not very quick to understand technology. Specially after recent events, now more than ever being able to have virtual meetings has become part of everyone’s life. This guide, put together by, can help you prepare for a Zoom meeting with easy steps and images. For those of us who are more “visual” there are lots of simple videos on YouTube like this one where you can easily learn how to use Zoom in just a few minutes. You will also be able to easily download Zoom in your computer, tablet or smart phone.