Financial Checklists and Tools for Widows and Widowers

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

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



Fiduciary Fee-Only Financial Planning and Advice for Widows and Widowers

Are you looking for professional guidance with a personal touch to help you achieve and maintain your lifelong financial security and independence?


New Widow's Complete Checklist

A comprehensive step-by-step checklist covering vital financial, tax and legal issues during your first year as a new widow

WC Wealth Reminders™

To help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles


Financial Advisor Evaluation & Selection Tool

Learn How to Evaluate and Select a Professional, Financial Planning-based Financial Advisor