Professional Assistance You may ….

Professional Assistance

You may need or want the services of a professional, particularly a lawyer or a financial advisor. It may be initially easy to use the services of the lawyer who wrote the will or trust for the deceased or to work with the financial advisor of the deceased. Or you may want to locate another professional with whom you feel more comfortable.

One good place to begin finding names of competent professionals is from friends or family members who have had successful dealings with the kind of advisors you are seeking. Professional organizations, such as the local bar association, may be able to provide referrals.

There are several websites with volumes of information on this subject. The information in this article is a focus on some of the more important financial items that need to be addressed. The main source of this information came from “A Guide for Survivors When Death Occurs.” More information is available at www. whentragedystrikes.org.

Residents are welcome to visit the brochure display in Building 5 for more information.

If you would like to book an appointment to learn more about the information here, call Robann Arshat at 562-431-6586, extension 317.