Estate Distributions: What to Do After a Spouse Passes Away
August 21, 2020, by Zach Mangels in Estate Planning
Tags: Death of a Spouse, Estate Planning
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The death of a spouse or life partner is a life-changing event, and grief is a personal, unique experience for the surviving spouse. Amidst feelings of tremendous loss which can take both an emotional and physical toll, there are certain legal and financial steps that are necessary to take to begin organizing your spouse’s estate. Private Ocean works with clients in partnership with the estate attorney and CPA to guide them with estate distributions.
Here are some immediate, shorter, and longer-term financial planning steps to take in the event your spouse passes away:
Immediate Steps
Shorter-term Steps
Longer-term Steps
Should you need guidance, please contact one of our advisors who can assist you.
Download the checklist here: Checklist: Steps to Take When Your Spouse Passes Away.
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