Navigating the Loss of a Loved One

In this episode, we explore the emotional complexities and logistical challenges of managing an estate after the loss of a loved one. Guests Jon Jackson from Northern Trust’s Estate Settlement Group and Heather Nickerson, CEO of Artifcts, share personal stories and professional insights on planning ahead, avoiding common pitfalls and communicating clearly with family.

The conversation highlights the importance of both practical steps — like organizing documents and building the right advisory team — and the more human side of legacy, like preserving family stories and navigating grief with intention.

In This Episode, You Will Learn:

• [05:24] The Challenges in Estate Settlement
• [08:00] Practical First Steps to Get Started
• [11:00] Common Pitfalls and How to Avoid Them
• [13:58] The Power of Communication
• [21:19] Passing on Values, Not Just Valuables
• [23:39] Creating the Right Team for You

Want to continue the conversation?

• More on Northern Trust’s Secrets of Enterprising Families
• More on Jon Jackson
• More on Heather Nickerson
• Reach out to your Northern Trust advisor 

Remember to subscribe to Secrets of Enterprising Families to stay connected as we dive deeper into the strategies that empower families to manage wealth across generations. Don’t miss our next episode, where we’ll focus on building a legacy—how to define it, shape it, and ensure it lasts.