We’ve spent decades working with clients to make sure they have the resources they need at their fingertips. Here are a few of the materials that have made the lives of our clients and their families a lot easier.
Personal and Financial Inventory: An End-of-Life Checklist
Putting all of your key financial information in one place is critical to make sure that family members can easily find it when they need it. Our Personal & Financial Inventory is a clear, organized checklist that helps families put their lives in order.
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Digital Asset Management
Social media and online activity is a growing part of our lives, but when family members pass away it can be incredibly difficult—and sometimes, impossible—to access, alter, or remove their online profiles. Filling out this simple form can help make sure every user’s wishes are respected by the various companies hosting their online profile or website information.
Guide: What to Do When a Loved One Dies
When a loved one passes away, it is often overwhelming to know where to begin—and once we do know where to begin, the list feels very long.
Castle Rock has put together a list of items is meant to serve as a guide to help with the challenges of task management following the death of a loved one.
Basic Budget Template
Use this simple budget template to take inventory of your expenses and help plan out your spending. Our Basic Budget Template can help you get a sense of your overall spending numbers, and highlight categories to remind of you of infrequent expenses so they don’t sneak up on you. Simply gather your last 3 months of expenses and fill it out! We’ve designed it to be simple to complete, taking just 20-30 minutes.