Death of Spouse / Financial Checklist

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?













Important Information

Information contained herein is provided for information purposes only and should not be relied upon exclusively as estate, tax planning or investment advice, nor should it be construed as being specific to an individual’s investment objectives, financial situation or particular needs. You should always obtain professional advice before acting on the basis of material contained herein. While Dynamic Funds® will endeavour to update this information from time to time as needed, information can change without notice and Dynamic Funds® does not guarantee the accuracy or completeness of this information, including information provided by third parties, at any particular time, nor does it accept any responsibility for any loss or damage that results from any information contained herein.

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