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When a loved one passes away, the emotional trauma can be compounded by also having to manage their personal and financial affairs. 

This experience is overwhelming in so many ways. We provide this checklist to give you with some guidance so you have more time to focus your energy where it is needed most, on your family and friends.

Travis Echols
Chartered Retirement Planning Counselor (CRPC®)
Certified Senior Adviser (CSA®)

Echols Financial Services
Registered Investment Adviser (RIA)

Peachtree Parkway Center
1205 Peachtree Parkway, Suite 1104
Cumming, GA 30041

Website:  www.efsga.net
Phone:  770-889-8887