A Family Facts Sheet Helps Ease the Burden of Moving On Without a Spouse
John and his wife Debbie had been clients of our firm for 10 years when Debbie tragically passed away. As one can imagine, John was facing unimaginable grief, and as he explained to us at the funeral, his life had been turned upside down. Debbie was his everything, and he shuddered to think about life without her. Thankfully, John’s grieving time was not interrupted by a laundry list of decisions and a mounting to-do list of things he did not know how to do.
You see, years earlier, John and Debbie trusted us to create their estate planning strategy. Yes, there were the traditional legal documents like their will and trust. But these documents are for legal purposes and typically fall short in helping people live regular lives without their spouses. This is where a Family Facts Sheet can help many spouses.
Though not a legal document, a Family Facts Sheet helps prepare spouses for the legal, economical, and practical consequences when one spouse passes away and leaves the other behind.
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