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| Losing a loved one is emotionally difficult—and the financial, legal, and administrative responsibilities that follow can feel overwhelming. Baltimore-Washington Financial Advisors invites you to an interactive webinar that will provide a practical roadmap for the first days and months after a loss, including important notifications, estate and probate responsibilities, financial accounts, insurance benefits, taxes, property, and common mistakes to avoid.
WEBINAR
NOVEMBER 25, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Who should be notified and when
- Locating the will, trust, and other important documents
- Understanding the roles of the executor, trustee, and personal representative
- Obtaining death certificates and determining how many are needed
- Securing the home, vehicles, valuables, and digital accounts
- Managing immediate bills and ongoing household expenses
- Notifying Social Security, employers, pension providers, and insurance companies
- Filing life insurance claims and identifying survivor benefits
- Reviewing account ownership, beneficiaries, and jointly held assets
- Beginning the probate and estate-administration process
- Inventorying, valuing, and distributing assets
- Managing digital assets, subscriptions, email, and social media accounts
- Common mistakes families and executors should avoid
PRESENTERS:
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For help registering, please contact Jadyn Wynn, Marketing Associate | [email protected] | 410-461-3900
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