Welcome to the Widowed Community Financial Planning Blog

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

What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist!

Having the right tool for a particular job is very important. There are many document checklists available for those who experienced the death of a family member, but the Widowed Community Document Organization Checklist is focused only on widows and widowers. Our checklist deals with the task of collecting documents and doesn't add in confusing or inappropriate guidance on subjects that require analysis or are not time sensitive.

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