Download Our Resource
Fill out the form below to access the checklist tool.
You may be asking, "What issues should I consider if my spouse passed away?"
If you've been recently widowed, you're going through a lot. The world seems to demand rapid response to a barrage of critical questions — financial and otherwise. All the details can feel overwhelming. We understand.
This checklist will cut through the confusion and guide you through important issues to consider if you have been recently widowed, including:
> Estate settlement details
> Insurance matters
> Tax concerns and more