Shane was recently featured on Meghan Jarvis Podcast "Grief is My Side Hustle"
Podcast #93 Financial Matters: How Do You Know Which Questions to Ask? – Shane Phillips – Founder of First Steps Help
This is a good book on finances and money for people that have recently had a death. The author touches on several financial subjects that a lot of people may not even think about when they are dealing with a death. I found the appendix with state specific information to be very helpful. I recently lost a brother and bought this book for his wife. Hopefully, she will follow the various suggestions.
Simon Wise, Managing Partner Investment Firm - Los Angeles, CA
Shane Phillips is an expert on this subject! Good to see this in print, Shane. You continue to touch lives with truth and hope and wisdom. Bless you!
Jory Fisher, Attorney and Consultant – Bel Air, MD
Shane provides expert advice from a career's worth of experience in financial services and charitable grief support. He's candid about what the bereaved might feel towards the departed. By demystifying the process, the reader can be less reliant on the knowledge and goodwill of well-meaning others. Even though I had a caring and supporting extended family when I lost my mother, this book still would have been useful to me seventeen years ago. As one who holds himself out as an attorney in this field, I believe that First Steps is a well-sourced, solid offering that I found informative and will provide to all my future probate clients.
Albert Brewster, Tax Attorney - Los Angeles, CO
As someone in his 50's with older parents I have been wondering what to do in times where a loved one has passed on. No, I have never even thought about what to do with regards to funerals, death certificates, titles, notifications etc. This is a VERY user-friendly book designed to walk one through the process of financially keeping things in order after a death. However, the best use for it in my opinion is to go through these matters prior to any death. This is a book which will get you thinking of the proper way to handle a death in the financial sense. By using this prior to loved one's passing and understanding the steps before grieving, it makes the process that much easier in a very difficult time.
Mike Serio, CFA Dir of Wealth Mgt, Denver CO