First Steps: A Comprehensive Guide to Financial Matters After a Death

Course curriculum

1. Front Cover
2. Introduction
1. Introduction Video
2. Module 1 - Immediate Needs
1. Introduction
2. Understanding Estates, Wills, and Probate
1. Intro Video
2. Module 3 - Document Gathering
1. Intro Video
2. Hiring Professional Advisors
1. Intro Video
2. Social Security and Benefits Eligibility
1. Intro Video
2. Notifying Employers and Other Organizations
1. Intro Video
2. Identity Theft Protection
1. Intro Video
2. Life Insurance Claims
1. Intro Video
2. Module 9 - Bank and Investment Accounts
1. Intro Video
2. Module 10 - Liabilities and Debt
1. Conclusion Video
1. Appendix Resources
2. PDF Copy of First Steps: A Comprehensive Guide to Financial Matters After a Death
3. Appendix 2023

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