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Survivor's Checklist

What to Do After a Loved One Passes

When Someone You Love Dies, You Shouldn’t Have to Figure Everything Out Alone

No one is ever fully prepared for the loss of someone they love. Even when it’s expected, the moment it happens, the world changes. Shock settles in. Time feels different. And yet—life immediately asks you to make decisions, sign documents, and handle details that feel impossibly heavy.

Over the years, I’ve walked alongside many families during those painful first days and months. One of the most meaningful things I’ve ever been able to give them is something simple but incredibly important: a clear, gentle checklist of what to do next. It’s not complicated—but when your mind and heart are overwhelmed, clarity is a gift.

If you’re here because you’ve recently lost someone, please know this: you are not alone. Take your time. Lean on others. And allow this checklist to support you as you move through the days ahead.

 

I hope it brings clarity and comfort when you need it most.

— Greg Luken

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Investment Advisory Services are offered through Luken Investment Analytics, LLC (“LIA”). LIA is registered with the Securities and Exchange Commission (“SEC”) as an Investment Adviser. Registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. This information is believed to be accurate, but is not warranted. It is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk. Past performance does not indicate future results.

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