CPDSep 19 2023

How to engage with the next of kin when a client dies

  • Describe some of the challenges that arise when a client dies
  • Explain how to deal with the surviving spouse or child
  • Identify the differences between a lay and professional executor
  • Describe some of the challenges that arise when a client dies
  • Explain how to deal with the surviving spouse or child
  • Identify the differences between a lay and professional executor
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
How to engage with the next of kin when a client dies
Talking about the death of a loved one is not easy, but the more prepared a client and their family are, the better. (RDNE Stock project/Pexels)

Although it is an inevitability prepared for through estate planning, when a client passes away it can still prove a difficult time – from dealing with the practicalities of the estate to supporting next of kin, while perhaps also experiencing some personal grief.

PAGE 1 OF 3
For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In