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Where Should You Turn for Advice When Spouse Passes?

Where Should You Turn for Advice When Your Spouse Passes?

Troy Werner and his family

Written by Troy Werner

Troy Werner has been an indispensable asset to The Werner Law Firm since joining in 2009, providing exceptional legal service to its clients.

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POSTED ON: September 27, 2023

Losing your spouse can be a critical moment in your life, during which you’ll need support from friends and family and plenty of time to heal. You’ll also want to rally a trusted team of experts who can help a new widow through new and probably unwelcome territory.

Kiplinger’s recent article entitled, “I'm a New Widow. Who Are the Experts I Should Consult?” reflects on the uncertainty caused by the departure of a spouse. Where should you turn for advice when your spouse passes, then? Here are some experts that can help you when dealing with the loss of a spouse.

Financial Adviser. A financial adviser should be a fiduciary, fee-only adviser, and more than eight in 10 widows switch from the financial adviser originally chosen by their spouse. That’s because, frequently, the adviser had a relationship with the deceased spouse and never fully involved the wife in the financial planning and investing processes. A financial adviser can help sort out your immediate financial issues, such as settling portions of an estate. However, their main purpose is to help you plan your long-term financial future. Remember that you’ll have different financial issues as a widow than you did as a couple.

Estate Planning Attorney. Locate your spouse’s original will and make an appointment to review it with an experienced estate planning attorney in your area. Ask the attorney about any possible state and federal estate taxes due, along with any unforeseen death-related expenses. Your attorney will also help you with estate court filings, creditor notifications, and asset distributions— making the process as easy and straightforward as possible.

Therapist, Grief Counselor, or Other Mental Health Professional. In addition to addressing your financial future, your emotional and mental health is of vital importance. Losing a spouse can be one of the most challenging life events we face. Not only did you lose your life partner, but also the future that you had planned together.

Grief counseling, also known as bereavement counseling, can be especially helpful in allowing you to cope with your spouse’s death. A good grief counselor will provide a safe space to discuss your feelings and help you develop tools and strategies to get through this difficult time and to heal.

Grief affects everyone differently and at different times.

It’s important not to go through this alone. Your team of advisers can help guide you toward a professional who is experienced in grief counseling.

If you are dealing with a probate case after the loss of a loved one, or if you need help setting up your estate plan, we are here to help. Contact The Werner Law Firm probate lawyers for a free consultation!

If you have any questions, schedule a free appointment with us through our online appointment page.

You can also read reviews from some of the hundreds of clients we have helped over the years.

Reference: Kiplinger (Nov. 23, 2022) “I'm a New Widow. Who Are the Experts I Should Consult?”

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