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What to Do When You Lose a Loved One: Actions to Take

What to Do When You Lose a Loved One: Actions to Take

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. You may be faced with challenging tasks, details to track and many important decisions to make.

Whether you will be handling the details yourself or enlisting the help of a relative, friend or trusted advisor, the checklist below can be a useful resource.

Print or share this checklist with someone who needs it most.



Please do not hesitate to contact a D.A. Davidson financial professional to be of assistance during this difficult time.

This material is being provided for educational and informational purposes only. D.A. Davidson & Co. is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. Information contained herein has been obtained by sources we consider reliable, but is not guaranteed and we are not soliciting any action based upon it. Any opinions expressed are based on our interpretation of the data available to us at the time of the original article. These opinions are subject to change at any time without notice. Copyright D.A. Davidson & Co., 2022. All rights reserved. Member FINRA and SIPC.


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