Financial Guides to losing a loved one.

How to prepare before and after a death.

Survivor Inventory Checklist

Prepare to take charge of your financial affairs with this summary of some of the most important information for survivors to gather.

    Jessica Cannella

    "At this time, you are faced with many difficult decisions and
    may need guidance in understanding what to do next. These
    guides have been designed to serve as a starting point and
    ongoing reference guide to make the time ahead a little easier."

    - Jessica Cannella, Co-Founder and President of Oak Harvest Financial Group

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