Beneficiary financial counseling

The death of a loved one involves numerous personal financial implications and decisions. Through our beneficiary financial counseling program, PwC financial counselors trained in bereavement issues coach and assist survivors of deceased employees who need guidance dealing with a variety of complex and timely issues at a difficult time in their lives.

How PwC can help

The Beneficiary Financial Counseling Program includes:
  • Personal financial coaches to personally assist survivors
  • Personal financial analysis to address the overall financial picture and provide strategic action steps
  • Beneficiary financial resource guide to serve as a reference for the key issues affecting the surviving family members
Employee financial education services