What you received
Clarify whether the money has arrived, which legal or tax matters remain open, and who is already involved.
Match by situation
Receiving a large inheritance or settlement can bring more decisions than answers.
You do not need to make every decision right away. Capivise helps you find an advisor who understands inheritances, legal settlements, insurance proceeds, cash reserves, taxes, investing, estate planning, and family concerns.
Start with the situation you are facing.
Capivise asks what is happening, when decisions must be made, who is already helping you, and what you want from an advisor. Your answers help identify relevant experience.
What can wait
Keep enough cash available and avoid rushing into investments, gifts, major purchases, or family commitments.
Relevant experience
Look for an advisor familiar with inheritances, settlements, privacy, estate planning, cash reserves, and long-term income.
Decisions after receiving the money
- What to keep in cash
- Taxes and legal obligations
- Investing without rushing
- Gifts, family requests, and estate planning
Experience to look for
- Inheritance, settlement, or sudden-wealth planning
- Working with attorneys and tax professionals
- Cash reserves and long-term income
- Privacy, beneficiaries, and family decisions
Find an advisor for this situation.
The first question asks what is happening. From there, Capivise asks about timing, amount, who is helping you, and what you want from an advisor.