I wanted to follow up on last week's episode with some extended tips. If you recall, on last week's episode I had Daniel Kopp, CFP®, MA on the podcast discussing his experience gaining a new identity after the death of his spouse.  

As a follow up, I wanted to provide a list timelines for widows. These timelines provide loose guidelines of things to consider immediately after the passing of a spouse. These timelines also consider who to engage for help, who to notify and what documents to begin collecting.  

I appreciate the feedback and list of questions leading up to this episode.  

If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.

Please feel free to pass this podcast on to any friends, family members or colleagues. 


#widows #widowhood #widowtimelines #newidentity #trusted team

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