Loss of a Spouse

Loss of a Spouse

One Step at a Time

The loss of a spouse alters every aspect of life. Previous expectations that formed your view of the future may change permanently. Give yourself adequate time for healing, reflecting and contemplating while making the important decisions that will impact your future.

Collecting and Organizing Information and Documents

Though managing paperwork and details is critical during a life transition, even simple paperwork can seem daunting.

The following steps can help make it easier:

  • See the Information and Document Checklist below to get organized.
  • Get help from people you trust, whether it is a friend, family member or a trusted financial or legal professional.
  • Set a goal of completing one small task each day to minimize stress.
  • Give yourself as generous a timeline as possible to put everything in order based on your current financial situation.

TIP: One Spot for All Your Documents


Try using a simple envelope system to organize documents and information. Use one large envelope for each applicable item on the checklist. Keep the envelopes in a tote bag or a box you can carry with you when you go to your attorney, financial advisor or accountant. You may have more info than you need for the meeting, but there is a higher probability that nothing will be forgotten and you'll have easy access to anything important.

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