I know when you meet with families, you’re often dealing with people who may be suffering a deeply emotional loss. You’ve no doubt witnessed the confusion that people in this situation suffer. Many times, they are not in an emotional state of mind to understand, comprehend, or even listen to what is being discussed.
Helping families through the challenging time of funeral services is undoubtedly crucial, but it's equally important to recognize and address the legal matters that arise after the immediate ceremonies. By ensuring that your clients understand the additional responsibilities that come after the funeral, you not only provide valuable information but also create a lasting impact. The families you assist will not only be grateful for the burial services and emotional support during this difficult period but will also appreciate the foresight and guidance you offer for the crucial steps that follow the services. This comprehensive approach not only solidifies your role as a supportive service provider but also builds goodwill, leaving a positive and lasting impression on the families you serve.
That’s why having resources for families to turn to is so important. A Handbook for Personal Representatives provides answers to their basic questions, allowing them to come back to you for more advanced and informed advice once they’re under less stress.
A Handbook for Personal Representatives:
This handbook includes:
- Important tasks to complete right away
- A checklist and explanations of the representative’s duties
- Representative and attorney fees
- Timetable for task completion
- Estate closing
CUSTOMIZE Your Handbooks and CONNECT with Clients
These custom guides demonstrate your organization’s commitment to your clients and their family’s health and well-being.
For information on customizing these handbooks with your organization’s logo, please call the State Bar of Wisconsin customer service at (800-728-7788).