AFTERCARE
PLANNER
Managing business affairs and closing an
estate after the loss of a loved one can be a daunting process.
Unfortunately, many of these details require immediate attention.
The Aftercare Planner is a comprehensive guide that provides a
step-by-step organizational system to help simplify and prioritize
the tasks at hand.
Included in the planner are a DVD, a VHS
tape, Estate Management Checklist, over 70 letters in the order of
priority including notifying your mortgage company to closing your
dry cleaning account, a status list, itemization of your income and
expenses, as well as a refresher section to remind of you what still
needs done. The Planner is included with
select Dignity Memorial® Plans, this Family Support Benefit includes
pre-written letters, helpful tips on estate management and a system
to track all of your activities. The Aftercare Planner helps to
organize personal matters and may also reduce professional fees and
unnecessary service charges. The AfterCare
Planner will help prevent the identity theft of your loved one.
There are many other Safety Tips in the information to prevent you
from being preyed upon by con artists who target families of the
recently deceased.
This valuable tool is available to all
families at their arrangement conference. However, some
families find the AfterCare Planner beneficial before a loss occurs.
It has helped prepare them with the process of gathering all
necessary information for documentation and estate management.
Whatever your circumstances the AfterCare Planner is a very helpful
tool designed to assist you when handling these important matters. |