The Survivor Handbook

A practical resource for navigating life after loss.

Our Survivor Handbook is designed to assist you during one of the most challenging times you may face after the passing of a loved one. While there is not an answer for every situation, we hope this handbook will assist you in getting organized, knowing who to contact for various issues, as well as provide you with basic educational information on this difficult topic.

Download the booklet for free.

We take your privacy seriously and respect your privacy choices. By submitting your information, you consent to receive marketing emails, calls, and texts from Allworth using an autodialer at the email and phone number provided, even if the number is on a state or federal Do Not Call list. You do not need to consent to use our services. You can call us instead at 1-888-242-6766. Message and data rates apply. Reply “STOP” to opt out and “HELP” for more information. By submitting this information, you also agree to our Terms of Use Agreement, Privacy Policy, and to receive important notices and other communications electronically.

14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4