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Losing someone you love is one of life’s most challenging moments. These helpful tips and tools were designed to provide you with a road map for the journey ahead. Loss is never easy, but we’re dedicated to helping families move forward with peace of mind.

  • A middle aged woman of African decent wraps her arm around her Mother as she embraces her and they pose for a portrait. They are both dressed comfortably and are laughing as they enjoy their time together.

    Prepare your estate

    Make decisions and take the steps necessary to prepare your loved ones for the future.

  • Cropped shot of two young women embracing each other at home

    Navigate the loss of a loved one

    Learn what tasks to complete immediately following a loss. .

  • Black businessman working on laptop at desk

    Organize the details

    Take care of documents and accounts while notifying the right people

  • Father and young daughter reading book together at home

    Secure your future

    Contact financial professionals, settle the estate and update your own plans.

A beneficiary toolbox

Navigating the loss of a loved one is complicated in so many ways. From coping with grief to planning memorials to taking on complex paperwork — we truly understand the emotional toll it takes. Our time-saving tools can help you understand the process and stay organized.

 

  • Planning calendar

    Stay on track and manage your tasks efficiently. You might choose a digital calendar (like Google calendar) or a physical planner.

  • Checklist

    Make sure you don’t miss any important steps with this convenient, at-a-glance checklist.

  • Sample letter templates

    Simply fill out and print a prewritten letter to apply for benefits and correspond with insurance companies, employers, Social Security, organizations and others.

Print or bookmark the key terms guide to quickly look up important words.

Please note that this site is intended for reference only and does not provide a complete list of all resources or cover every possible situation you may encounter.