Survivor Assistance

Our Survivor Assistance services help ease the burden of the financial decisions that need to be made after the passing of a loved one.

Survivor Assistance – Service List

Estate Plan Implementation

Navigate the process with ease
Ensure your wishes are honored

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Re-evaluation of Survivors' Financial Plans

Adjust financial strategies post-event
Plan for the future with confidence

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Insurance Claim Assistance

Guidance with life insurance death benefit claims
Review of tax or options expectation so beneficiary is prepared and has a plan

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Federal and State Estate Tax Support

Guidance on rules dependent on account type
Outline state specific rules and what taxes to expect

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Asset Re-Titling and Financial Support

Reorganize assets efficiently
Resource who is familiar with client history and can reset beneficiary’s strategy and financial plan based on their unique needs

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Personal Banking and Account Balancing Support

Bank account research and analysis support
Emergency and cash flow recommendations

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In times of loss, let us be your pillar of support. Trust Smith Anglin
to guide you through the aftermath with care and expertise.

A long history of providing honest, compassionate, and informative service. Read what our clients are saying.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."

Tim T.
Retired Pilot
Client since 2019

"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."

Jeff E.
Active Pilot
Client since 2019

"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."

Ben S.
Active Pilot
Client since 2015

"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."

Mark C.
Active Pilot
Client since 2018

"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."

Tom M.
Retired Pilot
Client since 2013

All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials. For more information, click this link