Stonebridge Financial Advisors
973-605-1100
Stonebridge Financial Advisors located in Morristown, NJ  07960
Jennifer M. Murray, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Let Stonebridge Guide You along Life's Difficult Pathways Let Stonebridge Support your Financial Needs
Jennifer M. Murray, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Let Stonebridge Guide You along Life's Difficult Pathways
Let Stonebridge Support your Financial Needs




 

 

Surviving Spouse Checklist

After the death of a spouse, there are many details to handle. This checklist can help you with that process by identifying information you will need and outlining steps to take.

  • Obtain 10-15 certified death certificates. You will need to send one to the various agencies and companies to make claims or finalize accounts. Check with funeral home director for assistance.
  • Locate legal documents, such as last will, letter of instruction, trust documents and all deeds and titles.
  • Identify the executor and begin taking inventory of the estate.
  • Locate all insurance policies and contracts. Contact life insurance companies to start the claims process.
  • Locate recent bank statements, bills, receipts and organizational memberships.
  • Contact Social Security Administration, 800-772-1213, to report the death and apply for any available benefits.
  • Contact current and past employers for group life insurance benefits, pension plans and other benefits.
  • Contact banks and other financial institutions to transfer ownership of accounts.
  • Contact creditors to check for credit life insurance or accidental death life insurance.
  • Locate last year's tax returns and documents.
  • Complete a budget to determine if current expenses will be covered by your income sources.

Consider obtaining the assistance of a Fee-Only financial advisor to help you with these steps, prepare a financial plan or road map for you, and help you ensure a life of financial independence.

» Read More: Life's Pathways, Surviving Spouse

 

 

 

 

Certified Financial Planner
National Association of Professional Financial Advisors


STONEBRIDGE FINANCIAL ADVISORS, LLC • 51 Dumont Place • Morristown, NJ 07960 • Phone 973-605-1100