Includes banking, insurance, beneficiary designations, charitable giving, managing digital assets, and handling financial transitions.

How to Update Payable on Death (POD) Beneficiary Designations
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How to Update Payable on Death (POD) Beneficiary Designations

Checklists, Estate Planning & Legal Essentials, Financial & Investment Planning, Most Popular

How to Update Payable on Death (POD) Beneficiary Designations

Ensure your Payable on Death (POD) beneficiaries are up to date to avoid probate and streamline asset transfers.

2025-03-12T23:51:55-04:00By Buried in Work Staff|Checklists, Estate Planning & Legal Essentials, Financial & Investment Planning, Most Popular|Comments Off

How to Cancel or Transfer Bank and Retirement Accounts After Death
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How to Cancel or Transfer Bank and Retirement Accounts After Death

Checklists, Estate Transition & Probate, Financial & Investment Planning

How to Cancel or Transfer Bank and Retirement Accounts After Death

Learn the steps to cancel or transfer bank and retirement accounts after a loved one’s passing, including necessary documents and procedures for a smooth transition.

2025-03-07T13:49:00-05:00By Buried in Work Staff|Checklists, Estate Transition & Probate, Financial & Investment Planning|Comments Off

How to Choose the Right Life Insurance Policy
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How to Choose the Right Life Insurance Policy

Checklists, Financial & Investment Planning

How to Choose the Right Life Insurance Policy

Make an informed decision when buying life insurance by asking key questions about coverage, premiums, benefits, and policy options.

2025-03-07T13:47:55-05:00By Buried in Work Staff|Checklists, Financial & Investment Planning|Comments Off

How to Select the Right Financial Advisor for Your Goals
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How to Select the Right Financial Advisor for Your Goals

Checklists, Financial & Investment Planning, Legal & Professional Guidance

How to Select the Right Financial Advisor for Your Goals

Choose a knowledgeable and trustworthy financial advisor by asking key questions about their qualifications, fees, and investment strategies.

2025-03-08T19:39:41-05:00By Buried in Work Staff|Checklists, Financial & Investment Planning, Legal & Professional Guidance|Comments Off

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Stay Prepared. Stay Informed.
Sign up for our newsletter for content updates and offers.

Feel helped? Help others.
Donate to our sister organization, Buried in Work Charitable – a 501(c)(3) making estate planning and end-of-life tasks easier for everyone.

Support Today