Loss of a Loved One

When a loved one dies, you might face the overwhelming responsibility of closing out the person's life. There are many things to attend to, from providing a proper tribute to closing bank accounts to canceling a gym membership. And many of the tasks require attention to detail — adding stress to what is already an emotional time.

Our team has compiled an ordered checklist to make your task easier. As you review what's in store, consider which undertakings you can hand off and who can best handle them. If there is anything that we can do to assist you during the settlement of a loved one's estate, please do not hesitate to contact us.

Click below to view The Schmit Group's guide to Loss of a Loved One.

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Strategies for Estate Planning

A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives. While Baird does not prepare estate plans, our Financial Advisors have the expertise to make sure your estate plan is working in sync with your larger wealth management plans by helping you:

Give directly to people and causes that mean the most to you
Maximize your gifts’ benefit and tax efficiency
Help establish trusts without sacrificing flexibility if your circumstances change
Assist in setting up charitable and family foundations
Ensure that as your life changes, your estate plan stays up-to-date

We can help make sure your estate plan matches your wishes and ensures your legacy.

Resources for Estate Planning

March 12, 2026