As part of my business, I help families find assets in their lost loved one’s names. Of course, you initially think this means forgotten stocks, life insurance policies, 401ks, unclaimed property etc., but something that is even new for me is finding untapped...
I am excited to announce that we have integrated a product into Sunny that I love and personally use for all my estate related info- Everplans! If you have ever heard us talk in the wild, you know we are BIG advocates of Everplans. Why? Because it serves as a treasure...
Here’s the hard and unfathomable thing about this pandemic- people are still losing family members to causes unrelated to COVID-19. Cancer is still happening. Heart attacks are still happening. The thing I think we may forget is that loss is not limited to...
This blog series is focused on the top 3 things I think families should try and access after losing a loved one, especially if they have no idea where to start. So many times, our family members do not leave behind a clear plan of action or treasure map of where all...
When I work with families who have recently lost someone and we are needing to understand the full scope of what accounts, services, etc. were in their name, there are three things belonging to their lost loved one that are so, SO helpful to have access to: Their...
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