Practical Financial Guidance After the Loss of a Loved One

A clear, step-by-step roadmap that walks you through managing important decisions of what to expect in the days, months, and years following a loss.

Losing a spouse or partner is one of life’s most challenging transitions

The loss of a loved one not only brings grief but also an overwhelming number of financial and organizational tasks. In those moments, it’s hard to know what needs attention now, what can wait, and where to even begin.

This free guide from Spaugh Dameron Tenny offers compassionate, organized support to help you take meaningful steps forward.

What You’ll Find Inside
  • Immediate essentials to address in the first days and weeks
  • Guidance on insurance, accounts, and estate matters during the initial months
  • Tips for long-term planning, like budgeting, investing, and estate updates
  • Advice for adult children on how to provide meaningful support to a surviving parent


Why It Matters

With so many moving parts, it’s easy to overlook important details or make rushed decisions. This checklist can help bring order and reduce stress during a time of uncertainty. Download your copy today.

Take the First Step Toward Securing What Matters Most