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Surviving Spouse Checklist - Kayne

Surviving Spouse ChecklistLosing a Spouse is difficult. During this overwhelming time, tasks such as managing financial obligations can seem almost impossible. This Checklist is designed to help keep the process clear, organized, and easier to tackle. We recommend that, if possible, you ask a family member or close friend to help you stay focused during this emotional time and avoid being rushed into any decisions. Your financial advisor can also be considered part of your support network, and can help gather documents and make important contacts. Immediately Notify Your financial advisor _____ Your insurance agent _____ Your attorney _____ Your accountant _____ Funeral home director _____ Your Spouse s employer s HR department _____Immediate Financial Needs Funeral/burial expenses review life insurance policies and any pre-arrangement details for possible funding. If needed, ask your financial advisor to arrange access to about six months living Document Needs Certified Copies of Death Certificate (10-20 copies, with at least one having a raised seal) Necessary for execution of the will or trust; changes to deeds and ownership of common property; and formal notification of employers, insurance and credit card companies, banks, credit bureaus, utilities, and the post office.

Surviving Spouse Checklist Losing a spouse is difficult. During this overwhelming time, tasks such as managing financial obligations can seem almost impossible. This checklist is designed to help keep the process clear, organized, and easier to …

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