Widows Well – Along The Way

Within the First Six Months

Keep up with the necessary paperwork that your spouse may have dealt with before.

Financial Housekeeping

  • 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

Path Markers