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

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

To help you manage important tax, legal, financial, vehicle and home-related tasks during overwhelming times

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