February 18, 2025

Grief-Proof Your Assets with Claire Schwartz

42 minutes

When facing the loss of a loved one, is there anything worse than being blindsided by legal battles and financial chaos? The last thing you need while grieving is to be buried under probate paperwork, unexpected family conflicts, or financial uncertainty. In this episode, Stacy Francis speaks with grief coach Claire Schwartz about how to prepare ahead of time so that loss doesn’t turn into a crisis.

They discuss the importance of trusts, delaying big financial decisions, and leaning on the right professionals to help you navigate both grief and financial security with clarity and confidence. Claire also shares insights on managing family conflicts that may arise after a loss and how to approach them with a clear mind and a steady heart.

You’ll hear them discuss:

How probate can be costly and emotionally draining, and why setting up a revocable trust can help assets pass smoothly without legal disputes.

Why grief can cloud judgment and the importance of delaying major financial decisions, like selling a home or changing investments, until you're emotionally ready.

The role of self-care in maintaining both mental and financial clarity—why staying hydrated, eating regularly, and getting rest is non-negotiable during grief.

How breaking legal and financial matters into small, manageable steps can help prevent overwhelm and keep you in control.

The benefits of seeking professional guidance from estate attorneys, financial advisors, and grief coaches to bring clarity and peace of mind.

Why having a neutral, outside support system—whether a professional, friend, or therapist—can help process emotions and navigate difficult family dynamics.

The reality that grief is a long journey, and how thoughtful planning and the right support can make it smoother and less overwhelming.

How to handle family conflicts over assets or decisions with preparation, boundaries, and professional support to maintain peace.

Resources

Claire Schwartz on the Web | LinkedIn | Facebook | Email: [email protected] or [email protected]

Phone: 973-826-2682

Book: Putting out the Fire by Claire Schwartz

Schedule a No-Cost Client Consultation

Fearless Grieving to Fearless Living 3-Month Portal Program

Organizational Support

Stacy Francis on LinkedIn | X(Twitter) | Email: [email protected]

FrancisFinancial.com

Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

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By Stacy Francis

4.8

3939 ratings