Survivor Checklist: What to Do After the Death of a Loved One

Having to deal with the death of a loved one is often compounded by a host of legal and financial issues. Our fillable checklist is designed to help you navigate many of those issues in a systematic, organized way.

Copper Leaf Financial works closely with clients to ensure that they are prepared to handle all of the required tasks during this difficult time. Contact us today for more information and begin your journey towards peace of mind.