Financial Tools for the Recently Widowed

Checklists, Financial Blog, Reminders, Starter Kit and more...

Immediate Checklist

A checklist covering the critical issues normally faced by widows and widowers during the first three days after the death of their spouse or partner
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Widowed Community Financial Blog

Weekly posts providing financial knowledge, wisdom and know-how for high net worth widows and widowers
Check it Out!

WC Wealth Reminders™

To help you manage important tax, legal, financial, vehicle and home-related tasks during overwhelming times
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Financial Advisor Evaluation & Selection Tool and Dear Financial Advisor Letter

A thorough list of key questions (and preferred answers) to help the widow or widower pick a professional, planning-oriented financial advisor
Get the Tool and Letter!

Start Your Own Widowed-to-Widowed Grief Support Group

Free Starter Kit!
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