This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved is before an event occurs – plan ahead.
When you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to take, including gathering a team of trusted advocates to help you navigate the road ahead.