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First 90 Days
A practical guide to identifying each professional's client, checking credentials and conflicts, securing files, comparing fees, and deciding whom to retain after a death.
First 90 Days
Choose a trusted continuity person, define what they may know, build a secure estate status file, and separate emergency contact access from legal authority.
First 90 Days
A practical guide to checks and payments issued after death, including IRS refunds, Treasury checks, wages, insurance proceeds, reissuance, and estate accounts.
First 90 Days
A practical search-and-notify plan for unions, professional associations, alumni groups, clubs, fraternal orders, and membership-linked insurance or retirement benefits.
First 90 Days
Prepare for a bank meeting after bereavement: confirm account ownership, access authority, recurring payments, deposit insurance, estate accounts, and next steps in writing.
First 90 Days
A durable filing and tracking system for death certificates, estate records, benefits, taxes, bills, claims, property, and unresolved correspondence.
First 90 Days
Audit a Social Security survivor benefits award letter for identity, entitlement date, monthly amount, deductions, past-due benefits, reporting duties, and appeal rights.
First 90 Days
Use this 90-day widowhood review to verify benefits, cash flow, estate work, insurance, taxes, account security, and the decisions you can safely defer.
First 90 Days
A source-by-source system for handling Social Security, pensions, wages, refunds, and other payments received after a spouse dies.
First 90 Days
Choose the first professional after a spouse dies by the deadline at risk (not by title)and verify scope, fees, conflicts, and credentials.
First 90 Days
Coordinate the embassy, local death record, Consular Report of Death Abroad, remains, insurance, foreign assets, documents, estate law, and U.S. tax reporting.
First 90 Days
Protect business continuity after an owner's death while confirming authority, governing agreements, payroll, insurance, valuation, tax reporting, and conflicts.
First 90 Days
Keep essential services running while you verify authority, transfer or close each household account, reconcile deposits and final bills, and replace autopay safely.
First 90 Days
How to protect coverage, confirm ownership, handle a loan or lease, and transfer or sell a vehicle after your spouse dies.
First 90 Days
A calm, precise guide to reading a spouse's will, mapping probate and nonprobate assets, and avoiding premature distributions.
First 90 Days
Learn what to say when a collector calls after a spouse dies, how to request validation, and when a debt belongs to the estate or survivor.
First 90 Days
Protect health coverage after a spouse dies by confirming the end date, COBRA election deadline, Marketplace enrollment window, costs, and provider networks.
First 90 Days
Use the FTC Funeral Rule to compare itemized funeral prices, separate required charges from optional choices, and check prepaid plans and benefits.
First 90 Days
Search for a missing life insurance policy through financial records, former employers, the free NAIC locator, successor insurers, and state unclaimed property.
First 90 Days
A step-by-step first-notification checklist covering policy verification, beneficiary status, claim documents, payout choices, fraud protection, and follow-up.
First 90 Days
Ask a retirement plan administrator for the beneficiary record, survivor options, deadlines, unpaid RMD, rollover choices, fees, and tax withholding.
First 90 Days
Respond to identity theft after a spouse dies by preserving evidence, verifying the account, reporting through official channels, and separating estate liability.
First 90 Days
Build a 90-day cash-flow plan after a spouse dies by separating accessible money, confirmed income, essential bills, and uncertain claims.
First 90 Days
A fair, legally cautious process for recording requests for belongings, loans, gifts, money, access, and estate decisions without distributing too early.
