When someone you love passes, there’s a whirlwind of emotion. Loss, love, confusion, responsibility—all wrapped up in a fog that can make even the simplest decisions feel impossible.
The truth is, none of us are ever really ready to say goodbye. But we can be ready for what comes next.
We believe in preparation—not out of fear, but out of love. That’s why we created The First 100 Days resource and posted it on our website.
This is a proactive, pretend scenario where you walk through what you and your family would do in the first 100 days after someone dies, because working through it before anything happens makes everything smoother when it eventually does.
Think of it as a fire drill for your financial life. You gather your family—or at least the key players. You sit down with our First 100 Days checklist, and you walk through it together. Yes, even if everyone’s healthy. Yes, even if no one wants to talk about it.
You will review things like:
• Who makes the first calls?
• Where are the important documents (keys, passwords, and documents)?
• What happens to the family pets?
• Who takes care of finances?
• Who handles the funeral details?
This exercise is not about dwelling in grief. It’s about gaining peace. It’s about saying: “Let’s get ahead of this now, so no one is scrambling later.” Doing this work now is an act of leadership and love. You’re choosing to be the steward of clarity and calm when everything else might feel chaotic.
By taking the time to “practice” The First 100 Days, you give your family:
• Unity: Everyone’s on the same page.
• Confidence: No one’s left wondering what to do.
• Focus: Energy can go toward healing, not paperwork.
Here’s the best part: once it’s done, it’s done. You can revisit it every few years, but you’ll already be miles ahead of where most families are.
We’ve taken the guesswork out of what happens next. We’ve created a step-by-step guide for you to walk through with your family. You don’t have to figure this out alone. You just have to take the first step.
Schedule a time with us to walk through The First 100 Days. This resource can be downloaded from our website under Free Stuff, or you can request a hard copy in the mail through our Contact page.
