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Welcome

• Start Here

Section 1: Getting Started

• Intro

• Included in Every Section

• Key Things to Keep in Mind

• Accept Help + a List of What to Ask For

• Where to Find Grief Support

• Grief Retreats for Adults + Grief Camps for Kids

• Section 1 Checklist + Notes

Section 2: Let's Get Organized

• Intro

• Cover Page for Your Binder

• Set Up a Filing System + Make Copies of Everything

• Gather Important Documents

• Get Copies of the Original Death Certificate

• Get Your Hands on a Shredder

• Manage Your Day

• Remove Spouse's Name from Direct Marketing Association

• Change Home Alarm System Contact Number

• Backup Your Data Online

• Protect Your Identity

• Section 2 Checklist + Notes

Section 3: Social Security Suvivor Benefits

• Intro

• Applying for Social Security Survivor Benefits

• Which Survivor Benefits Apply to You and Your Family?

• Social Security Numbers You Need to Know

• Should I apply for a Child-in-Care Benefit?

• Should I apply for a widow survivor benefit or a retirement benefit first?

• Common Social Security Survivor Benefit Questions

• Section 3 Checklist + Notes

Section 4: Assess Your Cash Flow

• Intro

• Do You Have Life Insurance?

• How to Find a Policy if You're Unsure

• Mortgage Considerations

• Where is Your Income?

• What Are Your Expenses?

• Keeping Track of Expenses

• Financial Resources for Widows

• Section 4 Checklists + Notes

BONUS: Let's Do a Check-In

• Letting Go of Limiting Beliefs

BONUS: The Ultimate Budget Binder for Widows

• Budget Worksheets to Streamline Your Money Management Tasks

Section 5: Other Death Benefits

• Military Service Benefits

• Employee Benefits

• Professional Organizations or Alumni Office

• Section 5 Checklist + Notes

Section 6: Account Management

• Intro

• Change Beneficiary Records

• Manage Bank Accounts

• Get Documents Notarized for Free (or a Nominal Fee)

• Notify Credit Bureaus

• Notify Credit Card Companies

• Payment Liability

• Change Utility Accounts to Your Name

• Section 6 Checklist + Notes

Section 7: Taxes and Insurance

• Intro

• Property Tax

• Filing Taxes as a Widow

• Health Insurance Options

• Auto Insurace + Title Considerations

• Homeowner's Insurance

• Shop Around for Better Rates

• Additional Insurance Options

• Insurance Policy Information Worksheet

• Section 7 Checklist + Notes

BONUS: The Ultimate Insurance Review for Widows

• Insurance Worksheets to Help You Review Your Policies

Section 8: Social Media + Online Accounts

• Intro

• Google

• Facebook

• Instagram

• Amazon

• X (formerly known as Twitter)

• LinkedIn

• eBay

• PayPal

• Pinterest

• Social Media Accounts Worksheet

• Section 8 Checklist + Notes

Section 9: What to Do With His Stuff

• Driver's License

• Cell Phone

• Email

• Clothes + Shoes

• Eyeglasses

• Section 9 Checklist + Notes

Wrap Up

• You Can Do Hard Things

• Please Share Your Feedback

Master List

• Master List of Worksheets and Templates