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Survivor Assistance

Your family is our family


No one anticipates the unexpected happening to them or their families. Without the right team, though, navigating the complicated realities of a death in the family can feel incredibly disorienting and isolating. LifeGuide clients have peace of mind knowing their loved ones have a trusted team in place to help them manage their finances and walk through the grieving process.

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Survivor Assistance

Here when you need us the most

When a family member dies, loved ones are left to make a staggering amount of decisions—all while experiencing an overwhelming sense of grief. LifeGuide client families don’t walk alone. We are here to provide:

  • A compassionate partner to listen, answer questions, and help make decisions
  • Grief and transition resources, including a survivor’s checklist
  • Assistance settling the estate by coordinating with executors, professionals, and other related agencies (funeral director, CPA, attorney, insurance providers, pension provider, Social Security, Medicare, etc.)
  • Help with re-titling accounts, updating beneficiaries, and completing claim forms
  • An updated financial system that works for the survivor
  • Ongoing advice, support, and events designed for widows and widowers

Here when you need us the most

When a family member dies, loved ones are left to make a staggering amount of decisions—all while experiencing an overwhelming sense of grief. LifeGuide client families don’t walk alone. We are here to provide:

  • A compassionate partner to listen, answer questions, and help make decisions
  • Grief and transition resources, including a survivor’s checklist
  • Assistance settling the estate by coordinating with executors, professionals, and other related agencies (funeral director, CPA, attorney, insurance providers, pension provider, Social Security, Medicare, etc.)
  • Help with re-titling accounts, updating beneficiaries, and completing claim forms
  • An updated financial system that works for the survivor
  • Ongoing advice, support, and events designed for widows and widowers

Kim’s Story

When her husband passed away suddenly in 2011, Kim’s life was turned upside-down. Struggling through the shock and haze of grief, Kim turned to LifeGuide for help picking up the shattered pieces of her life.

This testimonial video is from a selected LifeGuide Financial Advisors client. Kim was not provided with any compensation with respect to this testimonial. Her testimonial is for informational purposes only and is not representative of all client experiences, which may differ substantially.

Frequently Asked Questions:
Survivor Assistance

What specific ongoing support do you offer widows or widowers?

  • We provide a Survivor’s Guide that outlines important tasks and decisions that need to be considered immediately and within 3, 6, 9, and 12+ months following the death of their loved one.
  • We provide grief management resources at specific times during the first year to help our surviving clients process their loved one’s passing.
  • We have found that Valentine’s Day is an especially difficult day for our widows and widowers. To honor them, we throw a special Valentine’s Day Luncheon & Social for our widowed clients each year.

Is there an extra cost for your survivor assistance services?

No, LifeGuide advisory clients receive Survivor Assistance services at no extra cost.

As a LifeGuide client, am I required to work with a specific attorney?

No, we will help you work with the attorney of your choice. If you don’t have one, we are happy to provide a recommendation.

10 years ago my husband died suddenly. We had diverse investments that overwhelmed me. LifeGuide took me by the hand (figuratively) and guided me prayerfully, compassionately as they assisted me toward streamlining my finances and plan for my future. Over these 10 years, my investments have grown as have my relationships with the LifeGuide team. They are more like family. I have total confidence in the plan for my future. They are intentional about every part of my investment plan. I am included in all decisions. I highly recommend this very professional, knowledgeable and kind staff.— KimAs posted in Kim's Google Review

The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.

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