Recently widowed? Here is a financial planning checklist to help you.
We realize that the loss of a spouse can be so difficult and you need time to grieve. The grieving process can make it difficult to deal with the long list of to-dos, especially alone. When it comes to finances, you might not have been the one to handle the money decisions. This could make the list of to-dos seem even more overwhelming. We wanted to provide a list of things to consider that could be helpful to you at this time. You can download the free checklist below.
We recommend finding a trusted professional to help you get through these items one at a time. We hope that this checklist will provide some help for you by combining many of the items you need to consider. Please contact us if you have any questions as you navigate this process. We want to be available and support you in any way we can. If this checklist would be helpful for a friend or family member, please forward them this email.