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How To Prepare For The Loss Of A Loved One | Women Talk Money | Fidelity Investments
Fidelity Investments·2025-09-02 18:51

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 Introductions 01:40 Why you should financially prepare for the loss of a loved one 05:20 How ...