First Steps – Support with Financial Matters After Loss – Virtual Seminar Feb 11 2026 at 6pm MT

After the loss of a loved one handling financial matters can feel overwhelming. First Steps will provide you information and tools needed for handling practical matters including: financial matters, understanding documents you’ll need and how to get them, closing banking and online accounts, filing claims and theft prevention. Shane Phillips (author of First Steps: A Comprehensive Guide to Financial Matters After Death) will support you with sifting through what can be an overwhelming process into more doable tasks.

Cost: $20

We invite you to include in your registration form any questions you have for Shane or topics that you wish to have addressed in the seminar you attend!

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The First Steps: A Comprehensive Guide To Financial Matters After A Death Workbook provides you with information and tools needed for handling financial matters after the death of a loved one. This 92 page book is full of checklists, tips, and other resources that are helpful to a person dealing with a decedents financial matters. The book includes ample space for you to take notes and create personalized action item lists.
Purchase the guide on our website for $25   |   https://heartlightcenter.org/first-steps-program/