Checklist: Steps to Take after Your Spouse Dies

Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off.

Checking off items on a checklist.
(Image credit: Getty Images)

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.

Tackling a to-do list at this time is probably the last thing you want to do, so it is a good idea if you can seek out the help and advice of a trusted family member, friend or adviser to sort things out and provide you with emotional guidance. Here is a checklist to help guide you through the most important tasks you need to complete:

Investment advisory and financial planning services are offered through Summit Financial LLC, an SEC Registered Investment Adviser, 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. This material is for your information and guidance and is not intended as legal or tax advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consulting with their independent tax or legal advisers. Individual investor portfolios must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investment time horizon, tax situation and other relevant factors. Past performance is not a guarantee of future results. The views and opinions expressed in this article are solely those of the author and should not be attributed to Summit Financial LLC. Links to third-party websites are provided for your convenience and informational purposes only. Summit is not responsible for the information contained on third-party websites. The Summit financial planning design team admitted attorneys and/or CPAs, who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local taxes.

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Michael Aloi, CFP®
CFP®, Summit Financial, LLC

Michael Aloi (opens in new tab) is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Wealth Management Advisor℠ with Summit Financial, LLC.  With 21 years of experience, Michael specializes in working with executives, professionals and retirees. Since he joined Summit Financial, LLC, Michael has built a process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house estate and income tax specialists, Michael offers his clients coordinated solutions to scattered problems.