Losing a partner is heartbreaking and overwhelming. In the days and weeks that follow, it’s normal to feel foggy, uncertain, and emotionally exhausted. There’s no right way to grieve, and no set timeline for what comes next. If you’re facing financial responsibilities in the midst of your loss, this guide is here to gently support you with clarity around what matters now, and what can wait.
What to focus on first
You don’t need to do everything at once. These are the steps that may need attention early on—but they can often be shared with a loved one or trusted advisor.
Let friends and family know what’s happened. Ask someone close to help you notify others so you don’t have to carry that burden alone.
You’ll likely need several copies of the death certificate.
Requesting 10–15 is standard.
If your partner was employed, their HR team can guide you through final pay, benefits, or retirement details.
Contact Social Security and pension providers to begin those conversations.
Let financial institutions—like banks and insurance companies—know about the loss.
Start gathering key documents.
The will, financial statements, life insurance paperwork, and Social Security information.
What can wait
Many things can be revisited later—when your heart has more room to process and your energy starts to return. Grief is deeply personal. There is no deadline for healing, and you’re allowed to move slowly.
Updating your own estate plan
Making changes to joint accounts or finances
Making big lifestyle changes or financial commitments
Even decisions that feel “urgent” may not be and we can help you sort through what truly needs attention
You’re there for everyone else. We’re here for you.
We listen carefully to what matters most to you and provide thoughtful guidance tailored to your timing and values.
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