How To Prepare For The Loss Of A Loved One | Women Talk Money | Fidelity Investments

Losing a loved one can be one of life’s most difficult experiences. To help avoid making emotionally driven—and potentially harmful—financial moves following a loss, it’s important to be prepared and to have an estate plan in place before something happens. In this session, we cover tips on how to start these conversations with care and confidence, proactive steps to get organized, and other resources to help.

00:00 Introductions
01:40 Why you should financially prepare for the loss of a loved one
05:20 How to prepare for the loss of a loved one
07:47 What professionals can help you with at each stage, including estate planning
14:48 Important estate planning documents to prepare
22:14 Where to safely store your estate planning documents
26:09 What to do after a loved one passes
29:57 How to avoid common financial mistakes after losing a loved one
39:09 When to revisit your estate plan
39:48 How to get involved with your family’s financial plan
41:14 Wrap up

Questions? Drop them below 👇 and we’ll reply right in the comments.

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