There is much to attend to when a loved one passes. Addressing financial matters are often, and understandably, put on hold. Tending to family is important, though it’s usually better to address the financial matters sooner rather than later.
Often the surviving spouse may not have a complete understanding of the financial situation they are now in charge of - where accounts are located, whom to contact and what documents are important. The first thing to do is to take a breather. Then contact WrapManager. Each situation is unique and your advisor can guide you and help ensure the important items are addressed. At a minimum, the following steps can set you on the right path.
