Financial Checklist

The death of your spouse or a loved one can mean changes in your life and your life goals. Your advisor can help with strategies and advice for balancing your priorities and making progress towards achieving your financial goals if this death changes your situation. Take this opportunity to review your priorities and consider asking your advisor these questions:

  • How do I transfer my spouse’s investment assets into my name and what documents will I need?
  • Will I need to create a new investment portfolio?
  • Do I need a new Will?
  • How will my estate plans change?
  • Should I consider transferring assets to my family now?
  • How will my budget change?
  • I may decide to sell my home, what are the implications?
  • Will I need new or different insurance coverage?
  • What is involved in being an Executor?

More Death of a loved one articles:

  • Checkout Charities »
  • Planning Funeral Arrangements »
  • Dying without Will »