the experience of wrapping up a life
and so it begins
A first-hand account into the bureaucratic nightmare of wrapping up a life from a survivor’s perspective after Nikki Bush experienced a ‘what if’ moment when her husband was brutally murdered in their family home.
It’s a deep dive into customer service, or lack thereof, in the financial services, legal and utility sectors, the kind of documentation you should gather now to help you in the event of a loss, and the traps to look out for.
Nikki will share her personal timeline of dealing with her financial advisor, the executors and the various life insurance claims and pension payouts that had to be processed. It is also a sobering reminder about the importance of financial and estate planning and leaving you affairs in order. You will receive a copy of her What If ™ File checklist to get you started.
Beyond memories, wrapping up a life eventually boils down to paper, policies and money. This is a view from someone who has been at the sharp end of traumatic loss that will help you be better prepared
Nikki Will share
- Her timeline
- How to be realistic about your expectations
- A copy of her What If™ File checklist
- The need to demand better customer service
- The need for financial planning for cashflow in the event of a loss
- Getting your head around executors fees and estate tax
- The human emotion side of wrapping up a life
- The importance of keeping track and the paper trail
This talk can be customised for:
- Individuals who want to prepare themselves better to deal with a loss
- Legal, financial and insurance service providers who want their teams to be more empathetic and offer better customer service and efficiency to clients who have experience a loss or a “what if” moment.
Hi Nikki, I just wanted to say thank you. I told my Dad around 2 years ago about your ‘what if’ file. He asked me to send it to him and I didn’t hear him speak of it again. He passed away this year in January to an unexpected heart attack. When we looked for his file, everything was there right down to how to work the calculator (for my mom). Everything was colour coded and cross referenced. Thank you for making this hard time easier for our family.