Preparing for the Loss of a Spouse

You can never truly be prepared for when a spouse or partner passes away. There are so many decisions that need to made, all while dealing with a surge of emotions. Once you’re ready, our advisors are here to help guide you in considerations and decisions throughout the process.  



There are some items that need to be addressed as soon as possible, such as: 

  • Were written wishes of the deceased reviewed? 
  • Have funeral arrangements been made? 
  • Contact your financial professional, and/or attorney 



Soon, there will be documents that will need to be gathered and organized such as: 

  • Birth Certificate 
  • Death Certificate 
  • Marriage License 
  • Will 
  • Divorce Decree 
  • Life Insurance Policies 
  • Employee Benefits Information 
  • Tax Information 
  • Military Service Documents 
  • Investment Documents 



Professional relationships and arrangements will need notification and possibly updating. This can include: 

  • Financial professionals 
  • Accountants 
  • Social Security 
  • Military Benefits 
  • Insurance Companies 
  • Beneficiary Information 
  • Accounts, titles and licenses for vehicles, real estate, banks, investment accounts, retirement accounts, 



There are several legal and financial considerations once a loved one has passed. Work with your attorney to better understand the process and the laws within your state. 

  • Contact the executor, administrator, trustee(s), guardians, and heirs. 


There are professionals to help you through this difficult time. A financial professional can help you update your financial plan based on benefits you’ve received, create a budget for your new income and expenses, revisit your retirement plan, and weigh any decisions about cashing out investments. 

Office Locations


2201 High Wickham Place
Louisville, KY 40245


100 E-Business Way
Suite 110
Cincinnati, OH 45241

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103


5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546


2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371



4730 Village Square Drive
Suite 100
Paducah, KY 42001


713 McDowell Blvd
Bardstown, KY 40004


3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

Please note: When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on links above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

Argi Gateway Login

Forgot your password?

Call 866-568-9719