Priority Actions after a Death Occurs Author:Amy Florian This four-page reference checklist gives the most important financial and non-financial things a person needs to do in the days and months after the death of a loved one. This is a box 25 individual copies. Each copy is meant for financial advisors to give to their clients for client use. Incidentally, it also provides the advisor with an easy t... more »ool for assessing the ways you can most effectively help your client accomplish those tasks. Make a difference for your clients when they need it the most.« less