Widows Well - Along The Way
Within the Six Months
Keep up with the necessary paperwork that your spouse may have dealt with before.
Update beneficiaries on your own insurance policies
Change joint billings into your own name
Look for all possible benefits you are entitled to military, credit life insurance, survivor’s benefits
Change title of ownership on home, vehicles
Get free credit reports for yourself and husband
Ask your attorney if you need to set up a bank account in the estate’s name
Pay estate bills as they come due from estate account, if applicable
Review all insurance policies to make sure you are covered sufficiently, especially health insurance
Review checking account for automatic debits
Obtain appraisals, if needed, for estate tax return
Taxes due? Be aware of income tax dates for final tax return. File for an extension if needed.
Keep a joint checking account open for at least a year to deposit any checks in your husband’s name.