A Guide for the Surviving Spouse
What to do now, what has a deadline, and what can wait — one step at a time.
There’s no single timeline for grieving or for making major life decisions — though a handful of things, like health coverage and Social Security, do come with real deadlines. This free guide helps you tell the two apart, organized around what may need attention soon and what can wait until you’re ready.
Get your free copy of the Surviving Spouse Guide
- Fee-Only
- SEC-Registered RIA
- Fiduciary Standard
- No Commissions
- Southwest Florida
What's Inside
- A "Watch for Deadlines" summary covering health coverage, Social Security, retirement accounts, and insurance claims
- Why reporting a death to Social Security and applying for survivor benefits are two separate steps
- A breakdown of accounts, retirement plans, real estate, and other assets — and how ownership and titling affect what happens next
- A communication log and documents checklist to help you stay organized
- Decisions that often don't need to be made right away, so you're not rushed into anything
Why This Guide
This guide was created by the team at Moran Wealth Management® to help surviving spouses move forward with clarity and confidence — whether or not you ever become a client. When you’re ready, we can help you organize the financial pieces and coordinate them with your legal and tax professionals.
