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How to manage your finances during grief

10/1/2019

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Grief after a loved one's death is gripping and pervasive. I was overwhelmed by it after my mother's passing and witnessed my father and siblings grapple with it in their own ways, too. One thing that grief does not leave ample room for is thinking intentionally about one's finances. However, neglecting to manage the finances after a loved one's death can prove disastrous.
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I have compiled a checklist to help navigate your finances following the death of a spouse or loved one. Don't try to navigate this alone. Lean on family, close friends and trusted professionals, just as you do in your grieving.

Immediate steps
  1. Locate the will and notify the executor. The attorney who drafted the will does not have to be the attorney that must administer the will. Use a competent estate attorney with whom you are comfortable.

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    Beth Carroll - CPA

    Member of: AADMM AICPA, RISCPA

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