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Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
Important Life Events & Decisions
Updated
For Premier Members only For Premier Members only

Death Of Spouse Issues

Updated 09/29/2026

What Issues Should I Consider If My Spouse Passed Away?

This checklist covers 29 of the most important planning issues to identify and consider for a client whose spouse has recently passed away.  It’s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues
Guide Preview:
Death Of Spouse Issues
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Interactive Checklist
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Related Guides
Checklist
Aging Parent Issues
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
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Death Of Parent Issues
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
Checklist
Terminal Illness Issues
Category: Important Life Events & Decisions
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Client To-Do List
Loss Of A Loved One
Category: Important Life Events & Decisions, Client To-Do Lists - NEW!
For Premier Members only For Premier Members only

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