Surviving Spouse Financial Checklist: Preparing For The Road Ahead

While no one wants to think about their spouse passing away, a simple guide to what needs to be done immediately following a death can be helpful in reducing some of the confusion and uncertainty a life partner often experiences following a devastating loss. As this article points out, there are important financial decisions to be made to prepare the surviving spouse for their future, including sorting through all pertinent legal and financial documents. Your team of trusted advisors can play an important role during this difficult time, helping to facilitate prudent decisions, and shouldering some of the responsibility your spouse shared while they were alive.