Financial planner for end of life
I am in my early 80's and even though in decent health I not know how much longer I will be around. Statistically I will predecease my wife and as such want to make it relatively easy for her to deal with all the necessary paperwork which will be required to rearrange our financial affairs after I am gone. We have a will and an attorney who will help her with the trust but there are many other issues which will need to be addressed such as Social Security benefits, changing title on accounts, notifying insurance companies, retirement accounts, etc. etc. It will most probably be a rather stressful time in the best of circumstances so I want to her to have a person or a team who she can rely on to guide and assist her with all the necessary matters. These are the reasons we are asking for some recommendations for financial planners or counselors who are experienced in dealing with the end of life situation. It would be best to be introduced to those who are in the East Bay (with Oakland-Berkeley preferred), reliable, easy to deal with and scrupulously honest. Many, many thanks for your knowledge and assistance. We are grateful.