Skip navigation and go to main content.

About Us

Company Overview

Awards & Recognition

Who We Serve

Private Clients

Clients We Serve

Women of Wealth Initiative

Financial Planning

Investment Management

Institutions

Institutions We Serve

Investment Approach

Consulting Services

Outsourced Chief Investment Officer

News & Insights

Events & Webinars

Reports & Resources

Client Portals

Mason Client Portal

Charles Schwab Client Portal

Pershing Client Portal

Tag

estate checklist

White text on a blue-green gradient background reads: “Your Detailed Checklist After Losing a Loved One—what to do when a loved one passes.”.

What to Do When a Loved One Passes: A Step-by-Step Financial and Estate Checklist

Skip footer and return to top.

Washington, DC Office

Address: 11921 Freedom Drive, Suite 1000 Reston, VA 20190
p: (703) 716-6000 | f: (703) 716-6020

San Francisco Bay Area Communications

p: (925) 365-1603 | f: (925) 365-1756

Company

Private Clients

News & Insights

Follow Us

Visit us on LinkedIn

Visit us on Email

Stay Updated

Subscribe to the Mason mailing list to stay informed and receive our monthly newsletter.

Email Address(Required)

By subscribing, you agree to our terms and conditions.

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc. (“MIAS”). MIAS is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Advisor. Registration does not imply a certain level of skill or training.

The information in this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where MIAS is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. We do not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use. All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing. 

All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

Mason Investment Advisory Services, Inc.’s Form ADV Part 2A

Mason Investment Advisory Services, Inc.’s Business Continuity Notice

Mason Investment Advisory Services, Inc.’s Customer Relationship Summary

Mason Investment Advisory Services, Inc.’s Privacy Policy

© Mason Investment Advisory Sevices, Inc. 2026. All Rights Reserved

Your Cookie Settings

We use cookies to improve your browsing experience on our website. By closing this banner or interacting with our site, you acknowledge and agree to our privacy policy.