Upon Death of Mike & Becky

🚨 Immediate Steps

1. Contact Bill or Maria immediately
2. Contact our attorney: [Attorney Name] at [Phone]
3. Contact financial advisor at JP Morgan
4. Notify Concord Trust/IQ EQ
5. Do not make any major financial decisions for at least 30 days
6. Gather all family members for initial meeting

📞 Who to Call (In Order)

Priority	Role	Name	Phone

Apiary Family Office

🚨 Immediate Steps

📞 Who to Call (In Order)

📜 Our Philosophy

✅ What We Define as "Basics"

❌ What We Don't Support

💡 Additional Guidance

Upon Death of Mike & Becky

🚨 Immediate Steps

📞 Who to Call (In Order)

📜 Our Philosophy

✅ What We Define as "Basics"

❌ What We Don't Support

💡 Additional Guidance

💡 Submit a Suggestion