A gentle starting point
There is no rush. This list may help organize a few practical items before any meeting.
Surviving Spouse Planning
What surviving spouses may want to organize before meeting a professional
A gentle starting list of paperwork, accounts, and benefits to gather first.
5 min readRelated pros: Financial Planner, Trust & Estate Attorney
- Surviving Spouse
Resources are for general educational purposes and may not apply to your specific situation.
Core documents
Locate originals or copies as you can.
Support resources
Free public and nonprofit support resources are available alongside any professional you choose to meet.