Checklist10 min
First 90 Days After Loss
An ordered, step-by-step checklist for the first three months after the death of a spouse.
Widowhood
Resources Library
Practical tools, organized for clarity.
A searchable library of checklists, guides, worksheets, and frameworks. Use the filters to find what fits the decision in front of you.
12 resources
Worksheet15 min
Document Inventory Worksheet
A printable worksheet to gather and organize essential financial, legal, and personal documents.
Organization
Checklist6 min
Questions To Ask Before Signing
Essential questions to ask your advisor, attorney, or accountant before signing any financial document.
Decisions
Guide12 min
Understanding Retirement Accounts
A plain-language guide to 401(k)s, IRAs, Roth conversions, and required minimum distributions.
Retirement
Framework8 min
The 3-Bucket Decision Framework
A simple framework for sorting financial decisions into urgent, important, and 'can wait' categories.
Decisions
Checklist14 min
Divorce Financial Checklist
A comprehensive checklist of accounts, documents, and decisions to address during separation.
Divorce
Worksheet20 min
Estate & Beneficiary Worksheet
Worksheet to review beneficiaries across retirement accounts, life insurance, and estate documents.
Estate
Guide11 min
Understanding Inheritance
A guide to the tax, timing, and emotional considerations of receiving an inheritance.
Inheritance
Framework9 min
Mortgage Decision Framework
A framework for evaluating whether to keep, refinance, or sell a home during a major life change.
Real Estate
Worksheet15 min
Monthly Cash Flow Worksheet
A worksheet to map income, fixed expenses, and discretionary spending in one place.
Organization
Guide10 min
Choosing a Financial Advisor
A guide to fiduciary duty, fee structures, and the questions that reveal a true partner.
Advisors
Framework5 min
The Pause Framework
A framework for slowing down major financial decisions when grief, stress, or pressure is high.
Decisions