Bereaved Individuals Resources/Handouts

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Preparation Checklist

Meeting Agenda

Resources/Handouts

Understanding How a Pro Bono Financial Planner Can Help. An exercise that shows the various ways a financial planner can help a client.

Arranging a Funeral and Settling an Estate. A handout describing basic funeral arrangements and how to settle an estate.

Managing Funeral and Estate Details. A worksheet for collecting vital information regarding a funeral, probate, claiming benefits, and account titling—plus a survivor's checklist.

Understanding Will and Estate Issues. A handout of definitions for common estate terminology.

Applying for Federal Government Benefits. A handout with a short description of Social Security and veterans benefits.

Managing Debt

Using a Bill-Payment Calendar. A handout showing how to use a calendar for a simple bill-payment reminder system.

Making Plans to Pay Bills. A worksheet for tracking bill-payment negotiations.

Using a Debt Recovery Worksheet. A worksheet showing clients how to prioritize a debt-repayment plan.

Reducing Household Expenses. An exercise clients can use to see the potential savings possible by reducing ordinary and routine household expenses.

Locating Nonprofit Credit Counseling Information. A blank worksheet to list names and phone numbers of credit counseling agencies. The planner should collect local agency information prior to meeting with the client.

Retirement, Pension Plan, and Inheritance Issues

Understanding the Basics of Retirement and Employee Benefits. A handout explaining beneficiary options for IRAs, annuities, pension plans, and other employee benefits.

Using Inheritance Wisely. A handout describing how to use an inheritance to provide long-term benefits to survivors of a deceased person.

Dealing with Sales Calls and Friendly Advice. A tip sheet about saying "no" to offers and advice on money-management decisions.

Managing Financial Resources. A handout describing nine steps to take to minimize financial mistakes after the death of a loved one.