The Ultimate Survival Guide for Widows
Buy now
Learn more
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
Products
Course
Section
Section 7: Taxes and Insurance
Section 7: Taxes and Insurance
The Ultimate Survival Guide for Widows
Buy now
Learn more
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
10 Lessons
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
