New Widow’s Complete Checklist (Version 2, Greatly Updated, Now Available!)

Starting with the very first day of losing your spouse or partner, this comprehensive step-by-step checklist covers vital financial planning, tax and legal issues during your first year, and beyond…

Trying to work through the numerous financial planning, tax and legal issues after losing a spouse can be daunting. Where does one start? From Day One through the end of your First Year, we have you covered. The New Widow’s Complete Checklist provides an organized and comprehensive list of tasks to assist you.

The New Widow’s Complete Checklist is broken into two parts: Part One, The First 3 Days, and Part Two, Day 4 and Beyond. Breaking the checklist into two parts was done purposefully to prevent overwhelming the surviving spouse with tasks and issues that can and should wait (those tasks and issues that can and should wait are found in Part Two). Too many people, usually with good intentions, direct the surviving spouse to sign up for Social Security immediately, claim life insurance benefits right away or start filling out paperwork to transfer accounts now. These are not issues needing immediate attention. In fact, quick decisions during overwhelming times and without the proper analysis may end up costing the surviving spouse her financial security.

Version 2 of The New Widow’s Complete Checklist is now available! It ties together and includes all of the other checklists, flowcharts, worksheets and reminders on this site:

Password Tracker
Financial Advisor Evaluation and Selection Tool
Document Organization Checklist
Home and Auto Security Checklist
Net Worth Worksheet & Asset Map
Living Expenses Worksheet
Secondary Losses Checklist
Wealth Reminders Checklist

To immediately download your New Widow’s Complete Checklist, simply enter your email below and click the Download button.

Important: The information within the New Widow’s Complete Checklist provides general educational information and is not specific advice for your situation. Your situation may differ.  For additional information please visit the Terms of Use page for disclaimer, privacy policy, permissions & reprints and comment policy as they relate to the blog posts, tools and other information and documents available on this website. The FAQs page also contains some good information related to documents on this site.

Additional Financial Planning Tools for the Recently Widowed


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


Widowed Community Financial Planning Blog

Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers

WC Wealth Reminders™

Timely 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 thoroughly evaluate and select a competent financial planning-based financial advisor