What to Do Before a Loved One Passes Away
A guide to preparing everything properly—so your family is protected, and nothing is left uncertain.
“Planning ahead is not giving up—it is protecting the people you love.”
1. Have the Important Conversations
2. Organize All Important Documents
3. Review Financial Structure
4. Prepare a Last Will
5. Pre-Arrange Services
6. Assign a Responsible Person
Preparation Checklist





Planning Ahead Protects Your Family
If you want everything properly prepared before the unexpected happens, I can help you structure your plan step by step.
Gerard Jude Orbase
Financial Consultant
Agent Code: GERA6784
Lipa City Branch | Serving Clients Nationwide

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