#505: First Steps: Strategies for Dealing with Financial Matters After the Death of a Loved One

Shane Phillips joins Chris Lopez to share the essential steps for real estate investors and business owners when faced with unexpected loss. Learn from Shane’s personal journey and his creation of the “First Steps” program, designed to guide individuals through the financial and practical aspects following a loss. From funeral planning and accessing accounts to managing real estate or business assets, today’s episode is crucial for preventing financial stress after a death. https://youtu.be/nJngxkwdudE (02:19) What is “First Steps”? (11:40) Common Mistakes with Estate Planning (16:08) Planning for Bank Accounts (20:40) Beneficiaries for Investment Accounts (26:22) First Steps Course Details (31:46) Social Media and Digital Assets Links from the podcast: Reach out to Shane: [email protected] Shane Phillips LinkedIn Ready to take the First Steps course? We’re offering it to our listeners 100% for free: Visit propertyllama.com/first steps