International Business Consultant Jack Veale Introduces Critical Checklist Workbook to Prepare Families for an Unexpected Funeral

​COVID-19 has taught business owners, their professional advisors, their caregivers, and their families that the unexpected can happen and that preparation is the key to lowering the stress and uncertainties of the funeral process.

Jack Veale, has assembled a workbook, The Sudden Death Checklist, that assists business owners in putting together a plan regarding the events of their own funeral. Their professional advisors (funeral director, legal, financial, medical), their caregivers, their senior company employees, and their families will then have the tools they need during the live funeral timeframe.

Jack Veale explains, “Business owners often don’t want to contemplate their own demise. However, if they don’t put some thought and planning into their funeral, they leave the massive job of decision making and planning the funeral to their already grieving and distraught family, trustees, and executor. Working through a checklist well in advance alleviates the stressors of an already challenging time.”

Of particular interest to leaders of family-owned or privately held companies is the section that Jack Veale has written on the “Live Funeral” considerations and decisions. In this section of the workbook, Veale delivers a powerful checklist that walks the business owner through the hundreds of choices that must be made either before or during the emotional days after the death and during the funeral.

·         Who to call first after the business owner has died?

·         What funeral home?

·         How to notify extended family, key business managers, advisors, and employees?

·         What clothes will be needed by the funeral home for the body?

·         What to do about the belongings? – jewelry, credit cards, identification, etc.

·         How to secure the home?

·         What about children and pets during this time?

·         What information does the Pastor, Priest, Rabbi, or Imam need?

These are just a few of the many challenging questions that must be addressed well ahead of time if a business owner’s family and company are going to avoid serious speedbumps and added heartbreak in an already challenging time.

About the Sudden Death Checklist Workbook:

The workbook is intended to be used by business owners, trustees, and executors in conjunction with their key advisors (such as the family/corporate lawyers and wealth advisors) and their spouses/partners. It guides them in the process of working through the gathering the information that is required in the case of the business owner’s sudden death.

The workbook includes comprehensive checklists and instructions for an array of topics including:

·         The Pre-Funeral Checklist

·         The “Live” Funeral Checklist

·         The Post-Funeral Checklist

·         The Pre/Live/Post Funeral Company’s Checklist

·         The Veteran’s Checklist

By using the “Sudden Death Checklist” that the business owner has wisely left behind for them, the surviving family and his company have easy access to all the documents that will be needed to process the estate and transition the business.

About Jack Veale

Jack Veale, CMC, is an internationally recognized consultant, who advises closely held, family-owned companies, including ESOPs, on business succession, ownership strategy and leadership development. Jack uses many tools to assess the organization on culture, leadership, and operating performance. Over the last 25 plus years, Jack has assisted hundreds of companies in many industries and countries, offering solutions covering strategic planning, succession planning, corporate governance, team training, and crisis management.

Jack has authored or co-authored several books, including “Creating Strategic Innovation,” “Don’t Do That!” and “Sudden Death Checklist.”

Contact:

To learn more about the “Sudden Death Checklist,” please contact
The “Sudden Death Checklist” Launch Team at:
PTCFO, Inc  
48 Walkley Road, West Hartford, CT 06119-1345
Phone: 860.232.9858

Source: The Sudden Death Checklist

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Categories: Small Business

Tags: advisors, consultants, lawyers


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