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death of a loved one

The death of a loved one is a life-changing event. Amidst feelings of tremendous loss which can take both an emotional and physical toll, there are certain legal and financial steps that are necessary to take to begin organizing your loved one’s estate. Private Ocean works with clients in partnership with the estate attorney and CPA to guide them with estate distributions.

Download the checklist here: Checklist: Steps to Take When A Loved One Passes Away

 

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