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Until Death Do Us Part

At the altar, you make hopeful and sincere vows to love and cherish each other until death do you part. Your goals for your long and successful marriage include many milestones: opening your first joint savings account, buying your first home, having a child, getting a dog for your child, having another child…another dog…travel and adventure…planning for a comfortable retirement. Then, out of nowhere, you get an unexpected and devastating phone call. Your spouse of 15 years has dropped dead of a heart attack. An emotionally jolting, dark cloud descends.

As you start to pick up the pieces of your life and shield your children from the unknown, the financial setback of your loss begins to set in. You remember your spouse had a life insurance policy, but can’t remember the name of insurance company or where the policy is located. While your life turns upside down both emotionally and financially, you turn the house upside down to find the vital information you need to move on. Where is the list of user names and passwords for your bank accounts and investments? What is the name of the financial planner we saw? Are the pink slips for the cars and deed to the house in the safe deposit box? Where are the keys to the safe deposit box? If only you had sat down together to get organized.

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