Financial guidance for life's transitions
Are you struggling to navigate what to do with the financial matters for your deceased loved one, or for your own estate?
First Steps provides a comprehensive solution for many different needs. Our resources include our namesake book, written by founder Shane Phillips, an informative online course with downloadable worksheets, and concierge services for more in-depth and personalized support.
Whether you're seeking knowledge through self-paced learning or hands-on professional guidance, First Steps is here to support you every step of the way. Take control of your financial legacy with the expertise and compassion of First Steps.
First Steps: A Comprehensive Guide to Financial Matters After A Death provides the viewer with financial management grief help and tools needed for handling financial matters after the death of a loved one. This 10-module course is full of checklists, tips, and other resources that are helpful to a person dealing with a decedent's financial matters.
Viewers of the course can download a FREE copy of the book which includes ample space for notes taking and to create personalized action item lists. Below is a list of topics discussed in
Losing a loved one can be an overwhelming experience, filled with grief and sadness. Unfortunately, it also comes with a overwhelming amount of tasks, often without much guidance of where to start. From notifying family and friends to handling legal and financial matters, the responsibilities can feel insurmountable.
This is where First Steps Concierge Services comes in. We can help identify and take these overwhelming tasks off your plate, or stand by your side to coach you through the process along the way, allowing you to focus on healing and mourning. Whether it's assisting with funeral arrangements, managing paperwork, determining what paperwork needs to be completed and who needs to be contacted, or connecting you with trusted legal and financial partners, we are at the ready to help provide logistical relief.