Financial Planning Tools for the Recently Widowed
Valuable Checklists, Flowcharts, Reminders and Worksheets Starting with Day One
Document Organization Checklist
A valuable tool to help you gather all of your important documents needed to work through this transition
Financial Advisor Evaluation & Selection Tool (with Dear Financial Advisor Letter)
Learn how to evaluate and select a professional, planning-oriented financial advisor
The First 3 Days Checklist
(This is Part One of the New Widow’s Complete Checklist below) A step-by-step process of people to call, documents to collect and arrangements to be made during the first 72 hours after the death of a spouse
Living Expenses Worksheets
A valuable worksheet and spreadsheet to help you document living expenses for budgeting and planning
New Widow's Complete Checklist
Starting with the very first day of losing your spouse or partner, this comprehensive step-by-step checklist covers vital financial, tax and legal issues during your first year, and beyond…
Password Tracker
Track your and your spouse’s User IDs, Passwords, PINs, and Security Questions for online accounts, computers, safes, security systems and more
Net Worth Worksheet & Asset Map
Why have a dozen accounts when only three or four are needed! Simplify your financial life through the Net Worth Worksheet and Asset Map!
Secondary Losses Checklist
A valuable checklist to help you understand all of the potential secondary losses that may occur after losing your spouse or partner
Wealth Reminders™
Reminders to help you manage important tax, legal, financial, vehicle and home-related tasks during overwhelming times
