Survivor Assistance

Our Survivor Assistance services help ease the burden of the financial decisions that need to be made after the passing of a loved one.

Survivor Assistance – Service List

Estate Plan Implementation

Navigate the process with ease
Ensure your wishes are honored

Re-evaluation of Survivors' Financial Plans

Adjust financial strategies post-event
Plan for the future with confidence

Insurance Claim Assistance

Guidance with life insurance death benefit claims
Review of tax or options expectation so beneficiary is prepared and has a plan

Federal and State Estate Tax Support

Guidance on rules dependent on account type
Outline state specific rules and what taxes to expect

Asset Re-Titling and Financial Support

Reorganize assets efficiently
Resource who is familiar with client history and can reset beneficiary’s strategy and financial plan based on their unique needs

Personal Banking and Account Balancing Support

Bank account research and analysis support
Emergency and cash flow recommendations

In times of loss, let us be your pillar of support. Trust Smith Anglin
to guide you through the aftermath with care and expertise.

Contact us today to learn more

Fill out this form for a complimentary consultation and let the journey begin.

The Smith Anglin team will help you...

Helpful Resources

Learn About Smith Anglin's Fiduciary Duty

Learn More about the Smith Anglin Standard of Care

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