Aid To Surviving Spouse

Assist surviving spouse during their time of need and adjustment. Provide guidance or services in estate administration while completing the following important tasks where applicable:

• Process life insurance policies
• Apply for Social Security benefits
• Apply for VA (Veteran’s) benefits, or VA Survivor benefits
• Apply for private pension benefits
• Apply for annuity benefits
• Inventory assets & liabilities
• Create a budget after income is determined
• Re-establish credit (if all credit was in the deceased spouse’s name)
• Notify all appropriate businesses and/or government agencies of the death of the spouse

Help spouse in selecting advisory team (if not already in place):

• Tax Accountant, Investment Adviser, Financial Planner, Attorney, Healthcare Professionals

Educate surviving spouse in the following:

• Managing checking accounts/investments (if so desired)
• Making quarterly estimated tax payments for federal & state obligations
• Understanding investing and prudent investor methods
• Recognizing possible scams, get-rich-quick schemes, and unethical or dishonest programs that prey on elders

Establish a maintenance schedule for:

• Home/landscape
• Vehicles, etc.