Several years ago, the Foundation began working with a financial services firm to develop a workshop focused on ensuring that survivors are prepared to deal with the aftermath of a loved one’s death. The result was a program structured to guide participants through the process of creating a “Survivor Notebook” to help loved ones cope after the death of a spouse or key family member.

Conducted in three separate parts, the workshop walks participants through identifying what needs to be considered, assembling the material in an accessible format and developing an approach to maintaining the material so that it remains current. The result is a physical roadmap that would be of immeasurable value to survivors.

The workshop is presented by a consortium of representatives from local organizations. In addition to our financial services partner (Raymond James & Associates), presenters from Aging Lifecare Professionals; Cornerstone Hospice and Palliative Care; and representatives from local legal services and funeral services firms address specific topics during the workshop sessions. The schedule calls for the sessions to be presented across a three-week period, two hours per session.

Since launching this cooperative program, we’ve presented 22 separate editions, and the demand has not lessened. In 2020, we were planning to conduct the sessions quarterly, although the COVID-19 pandemic has derailed that plan. In lieu of the disruption in program scheduling, we have posted on our website’s “Videos” page a series of recordings presenting the lecture portions of the program in the hope that those interested in the subject can benefit from hearing the material as presented in the actual physical workshops.

We plan to resume scheduling of the “Sudden Death: Are You Prepared” workshop series as soon as we can, after pandemic restrictions are lifted and logistics can be arranged. Stay tuned to our “Events” page for announcements in this regard.

Thank you!

Note: The material covered in the referenced videos reflect local criteria and Florida estate law. The regulations can be expected to vary from state-to-state.