08/19/2026
Today’s Will Wednesday has us talking about one of the harder parts of creating and updating a will: what to do when you lose your spouse. Becoming a widow/widower is one of life's most difficult transitions, and updating legal documents is often the last thing on your mind; however, reviewing your will is an important step in protecting yourself and your loved ones.
Here are a few things for you and your spouse to talk through now:
- Review your current will and determine whether your deceased spouse is named as a beneficiary, executor, or trustee.
- Update beneficiary designations on retirement accounts, life insurance policies, and investment accounts.
- Revisit powers of attorney and healthcare directives to ensure the right individuals are authorized to act on your behalf.
- Consider whether your financial goals, family dynamics, or legacy intentions have changed since you created your will. Your will should reflect your current circumstances, not those of years past.
- Meet with an estate planning attorney and financial advisor to discuss potential tax planning, asset protections, and inheritance considerations.
Taking time to review your will now can provide peace of mind and help ensure your wishes are carried out exactly as intended. We’ve gently guided many of our clients through the loss of a spouse, and we’d be honored to help you get prepared and stand alongside you when that day comes for your family.
