The First 100 Days: A Compassionate Financial Guide to Navigating Bereavement
When you lose someone close, the financial 'to-do' list is often the last thing you want to face. We created this checklist to help you filter out the noise, prioritise the essentials, and find the headspace to focus on what truly matters.
By downloading this guide, you will discover:
The "Priority Checklist" A step-by-step breakdown of which organisations to notify first (and how to use the Tell Us Once service) so you don't have to repeat your story a dozen times.
How to Access Immediate Funds Guidance on identifying 'Death in Service' benefits and navigating joint bank accounts to ensure your day-to-day bills stay paid while the legal process moves forward.
The Truth About Pension Rights A clear explanation of how your spouse's pensions transition to you, and why these are often your most protected financial assets.
The "Six-Month Rule" for Big Decisions Why pausing on major changes—like selling your home or gifting money—is the most powerful way to protect your long-term security during early grief.
Navigating the "Probate Gap" Understanding the space between the legal work (Probate) and your new life, and how to begin mapping out a "new normal" for your monthly income.
Prefer to talk it through?
Sometimes, a conversation is clearer than a checklist.
If you are finding the paperwork overwhelming, or if you simply want the peace of mind that comes from knowing a professional is looking over your shoulder, we can have a chat.
This isn't a "sales meeting." It is a 60-minute Clarity Call designed specifically for your current situation. During this time, we can:
Triage your immediate concerns: Identify which tasks are urgent and which can be safely ignored for now.
Review your income security: Briefly discuss any immediate worries about bank accounts, pensions, or bills.
Create a "Next Steps" map: Give you a simple, written plan for what you need to do over the coming weeks.
Schedule your complimentary 60 minute meeting below: