After the Unexpected Loss of a Spouse: Financial Steps That Helped a Widow скачать в хорошем качестве

After the Unexpected Loss of a Spouse: Financial Steps That Helped a Widow

If you’ve recently lost a spouse unexpectedly, this video walks through a few practical financial steps that can help in the first weeks. It’s grounded in real experience from a widowed client and focuses on where to start, how to buy yourself time, and what matters most early on. Chapters 0:00 - Intro 0:41 - What to do right away 1:30 - Taking off work: how, and how long 2:01 - Getting organized 3:12 - Funeral homes and arrangements 3:37 - Survivor benefits: Social Security & health insurance 4:31 - The most important thing Talk to me: scot@providersandfamailies.com Resources (Feb 2026) Grief support Healing a Spouse’s Grieving Heart (book): https://www.amazon.com/Healing-Spouse... Grief Share support groups: https://www.griefshare.org Immediate steps Death certificates / vital records: https://www.cdc.gov/nchs/w2w/index.htm How to file a life insurance claim: https://www.iii.org/article/how-do-i-... Telling others & obituary How to write an obituary: https://www.legacy.com/memorial-writi... Telling people about a loved one’s death: https://www.mariecurie.org.uk/informa... Estate & legal basics Probate process (with a will): https://www.nolo.com/legal-encycloped... If someone dies without a will: https://www.nolo.com/legal-encycloped... Find an estate attorney (ABA): https://www.americanbar.org/groups/la... General estate steps: https://www.usa.gov/death-loved-one Social Security & benefits What to do when someone dies: https://www.ssa.gov/personal-record/w... Report a death to SSA: https://www.usa.gov/social-security-r... Survivor benefits: https://www.ssa.gov/survivor Lump-sum death payment: https://www.ssa.gov/personal-record/w... Banking & credit Joint bank accounts after death: https://www.consumerfinance.gov/ask-c... Notify credit bureaus: Equifax: https://www.equifax.com/personal/help... Experian: https://www.experian.com/blogs/ask-ex... TransUnion: https://www.transunion.com/blog/credi... Digital accounts Managing a deceased loved one’s email: https://navigatingwidowhood.com/2025/... Google account request: https://support.google.com/accounts/t... Cell phone carriers T-Mobile: https://www.t-mobile.com/support/acco... AT&T: https://www.att.com/support/article/w... Verizon: https://www.verizon.com/support/decea... Consumer Cellular: https://www.consumercellular.com/cond... Health insurance after a death https://www.dol.gov/agencies/ebsa/wor... Beneficiaries & financial updates https://finhelp.io/glossary/updating-... Gentle Disclosure This video is intended to provide general educational information and support during a very difficult time. It is not personalized financial, legal, or tax advice, and watching it does not create a client relationship with Providers & Families Wealth Management, LLC. Every family’s situation is different, and laws and benefits can change. Before making financial or legal decisions, it’s important to speak with qualified professionals who can understand your specific circumstances. Any organizations or resources mentioned or linked are shared simply as potential sources of information or support. Providers & Families Wealth Management, LLC is not affiliated with or responsible for these third parties, and their inclusion does not imply any guarantee of services or outcomes.