Top 10 things to do after losing a loved one

Losing someone can be a very stressful experience, one that affects many areas of life. Watch our video from Christopher Berté CFP® of Signet Financial Management, provide helpful steps to take when losing a loved one.

What to do when your spouse dies

There is not a one sure way to prepare for the passing of a loved one, especially if that loved one is your spouse or partner. Each decision made has to be meticulously reviewed with dedicated time and effort. This can be very taxing while you deal with the emotions of the situation.

There is however, active steps you can take to alleviate the financial burden this might have on you and your family. Below is a comprehensive list of these steps:

  • Call your attorney
  • Contact the Social Security Administration
  • Locate the will
  • Notify your spouse’s employer
  • Contact your spouse’s former employees
  • Check with the Veteran’s Administration
  • Notify all insurance companies
  • Change property titles
  • Change titles on jointly-held bank, investment, and credit accounts
  • Send a letter to all three major credit bureaus
  • Notify your accountant/tax preparer
  • Call the financial aid office if you have a child in college
  • Work with your financial advisor

Losing a loved one should never be weathered alone

You can never truly be prepared for the death of a spouse or partner. Do not be afraid to ask for help if you find yourself losing a loved one. For more resources, please contact your trusted financial advisor.

Signet Financial Management, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission and serves as a fiduciary. Overall, Signet advisors will help you with:

  • Financial planning
  • Investment strategies
  • Tax planning
  • Retirement planning
  • Insurance planning
  • Estate planning

To protect and grow your wealth is our mission.

Need personalized financial assistance while you grieve?  Please contact us through to schedule a time to talk. We would be happy to help you.

Want to learn more? Stay tuned into our insights for more articles, videos, and resources provided by our trusted professionals at Signet Financial Management.

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