How To Prepare For The Loss Of A Loved One | Women Talk Money | Fidelity Investments

Losing a loved one can be one of life's most difficult experiences. To help avoid making emotionally driven—and potentially harmful—financial moves following a loss, it's important to be prepared and to have an estate plan in place before something happens. In this session, we cover tips on how to start these conversations with care and confidence, proactive steps to get organized, and other resources to help. 00:00 Welcome to Women Talk Money 01:34 Why you should financially prepare for the loss of a loved one 05:14 How to prepare for the loss of a loved one 07:47 What professionals can help you with at each stage, including estate planning 14:48 Important estate planning documents to prepare 23:24 What to do after a loved one passes 27:21 How to avoid common financial mistakes after losing a loved one 36:30 When to revisit your estate plan 37:10 How to get involved with your family’s financial plan 38:35 Wrap-up Subscribe to the Women Talk Money community: https://www.fidelity.com/go/womens-in... Register for upcoming Women Talk Money events: https://fidelityevents.com/women-talk... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1213293.4.0 #womentalkmoney #lossofalovedone #estateplanning