What do widows need to know about their finances when their partner dies?
Your spouse’s death may be one of the most traumatic events you’ll ever experience. It often brings sadness, anger, pain, and grief, in all its forms. The sense of loss and the emotional pain that you are feeling may be profound. Know that you have our sympathies as you go through this challenging time, and we are here as a resource for you to lean on.
Losing your spouse may drastically change your daily life and expectations for the future. As Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we understand the raw emotional and complex financial challenges of losing a loved one. It is overwhelming to have to deal with such a difficult personal loss while simultaneously addressing the host of legal and financial issues that arise.
Our guide, Financial Help for Widows - A Complete Resource Guide, is meant to help you navigate your financial life, especially during the first year after your spouse’s passing, to support you towards greater financial confidence and security, and to bring you comfort as you begin your new life.
Please complete the form below to gain access to a complimentary copy.
Some women have always been in the driver’s seat when it comes to the family’s finances; for others, this role is new territory. Whatever your background and experience level with money, we are here to tell you that you can do this. As tempting as it may be to shut down and retreat during this intense and painful time, this moment is important, as certain decisions about your finances will either secure or jeopardize your financial future.
Most women in your position feel, understandably, overwhelmed. There is so much to do, and it can be confusing to figure out what you should do first. You may feel like you need to get everything done immediately, yet that is far from the truth. In this guide, written for you, we help you make sense of it all by prioritizing the most important steps for you to take now, and letting you know which ones you can put off until later. You won’t have to do it alone; we will be with you every step of the way.
Collect and Organize
Handle Financial Matters
- Checklist of documents to collect
- Net Worth Worksheet
- Income and Expense Worksheet
- Guide to Protect Against Identity Theft
Kübler-Ross grief model overview
Real Women, Real Stories, Real Success
Comprehensive Resource Guide
Download "Financial Help for Widows - A Complete Resource Guide"
As a wealth management and divorce financial planning firm, we help women going through transitions - such as divorce or the loss of a spouse - plan their financial future, grow their investment portfolio, and protect their nest egg through these turbulent life changes. You can download Financial Help for Widows - A Complete Resource Guide for free via the link below.