As a woman who has recently entered the uncertain realm of widowhood, you are likely facing a vast sea of emotions, challenges and decisions.

Especially with regards to your financial future.

There are immediate decisions that must be made as well as long-term plans to consider. And we understand that unraveling the intricacies of your family's finances and planning for your own future may seem overwhelming.

So we have developed this checklist to serve as a helpful foundation to help you understand your potential next steps.

First Steps Through Your First Year As A Widow

By breaking down your next steps into manageable tasks and to-do’s and offering clarity on the necessary processes, we hope to empower you to make informed, supported decisions and feel confident taking control of your financial well-being.

Fill out your contact information in the form below and we’ll send over our checklist.