13 – Being A Survivor

Odds can be high that you’ll be living alone at some point – particularly
if you are a woman. Make sure you have mastered the tasks listed in Topic 12.


How quickly will there be access to liquid funds?
  • Custodians typically “freeze” accounts upon notice of an owner’s death and await confirmation of successor’s investment authority
Pre-determined funeral arrangements
Memorial service
Estate administration and probate
Taking on obligations for financial management
Grief counseling
Home and yard maintenance