Financial Checklist After the Death of a Spouse [Video]

Financial Checklist After the Death of a Spouse

Key Points – Financial Checklist After the Death of a Spouse

• Reasons You’ll Need a Death Certificate for Your Spouse
• Did Your Spouse Have an Estate Plan?
• Social Security Benefits for a Surviving Spouse
• Having a Good Support System (Both from Friends/Family and a Financial Planning Team)
• 7 Minutes to Read | 23 Minutes to Watch

A Financial Checklist of Things to Do After the Death of a Spouse

No one wants to prepare for the death of a spouse. The grief associated with that is already too much for the surviving spouse and the rest of their family to handle. However, there are several key checklist items that need to be addressed following the death of a spouse.

Focusing on your own wellbeing and spreading the word to your family and close friends are obviously the first items to address. But even remembering who all to call among your loved ones can feel like a daunting checklist item after the death of a spouse. …