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5 Things a SurvivingSpouse Needs To KnowThings to do right away Meet with a Financial Planner or CPA before the end of the tax year Nofy credit bureaus not to issue credit in their name If they had IRA accounts that had RMD’s due for this year, take them

Things you will need to update Wills/Trusts Life insurance policies where they were the beneficiary Life insurance policies where they were the insured Health insurance if you were on the deceased spouses plan Mortgage documents (just the statement will suffice) Car tles

Documents you will need Marriage cerficate and birth cerficate of your spouse Death cerficate (make 10-20 copies) Individual credit cards statement/balances

Numbers you will want on hand Tax returns for the last two years Current bills Investment account statements Bank statements Rerement plan statements

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