Financial Advisors for Widowed Individuals
Specialized Planning for Those Who Lose Their Spouse
It's possible you weren't the spouse who handled the family's finances, and that's okay. You just need somebody to help guide you without talking down to you.
Book a Meetingor call 708.479.7755
Widowed Individuals Need Help During a Family Crisis
When you lose a spouse, the decisions come all at once. Widowed clients tend to say the same three things when they first reach out.
Too Much at Once
My spouse was the one who handled all the bills and finances. I have a million things to address and I don't know where to start.
Decision Fatigue
I'm going to have to meet with the accountant, attorney, banker, and financial advisor, and call the insurance company. It's exhausting to think about.
Protecting the Kids
I need to get everything organized now so that the kids will be taken care of if something happens to me.
How We Advise Widowed Individuals
Our Plank-by-Plank Process® moves in the order that matters after a loss: handle what's urgent first, then build toward what's lasting.
Handle Immediate Concerns
When your spouse dies unexpectedly, we help you sort out what needs handling now, like death certificates and bills, from what can wait.
Help Settle Your Spouse's Estate
We work alongside your attorney to settle the estate correctly, from retitling accounts to filing the paperwork that's easy to miss.
Get You Organized Next
Once the immediate items are handled, we bring every account, policy and document into one place so you always know where things stand.
Prepare and Involve Your Children
We help you decide how much to involve your children now, so they're prepared to step in when you need them.
Featured Services for Widowed Individuals
Generational Planning
Effectively pass on your legacy to those closest to you.
Learn more →Estate Planning
We work closely with attorneys to properly title your assets and transfer them efficiently to your family.
Learn more →Full Plan Organization
We bring every piece of your plan into one place, so nothing is left as an open question.
Learn more →Charitable Planning
Strategies to give to the causes you care about in a tax-efficient way.
Learn more →
“McCabe & Associates truly understands financial planning to the point that they value their customers life style and opinions. I know without George’s help in the past year I would be a mess. I have all the confidence in his ability to maintain the legacy that my husband established.”
This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
The McCabe Difference for Widowed Individuals
Our advisors become the point person who coordinates with you, your accountant, and your attorney, so everything is tracked and resolved after your spouse passes.
We get you organized before something happens to you, to ensure a seamless transition of your wealth to your children.
We help guide you on engaging your children before you pass, and communicating your expectations of how they should handle your estate.
We help you prioritize financial decisions so you can focus on grieving and caring for your family, without feeling pressured or rushed.
We have over 45 years of experience in this industry, helping hundreds of families.
We meet at whatever pace feels right, from your first call through every decision after.
Widows Need to Go at Their Own Pace. Book a Call Only When You're Ready.
The first step for newly widowed individuals is simply to get organized. Book a meeting with our advisors for direction on taking that first step.
Book a MeetingOne Coordinated Plan, Wherever You Are
We work with clients across the country, coordinating with the CPA and attorney handling your spouse's estate, no matter where you're located.
- Home office
- Clients live here
Client locations are current as of August 12, 2026 and are reviewed periodically.
See every state we serve →How We Coordinate
Your Full Team, One PlanWe become the point person who coordinates with your accountant and attorney, so nothing is tracked twice or missed.
How We MeetWe can meet in person at our Mokena office or virtually, whatever works best for you.
708.479.7755 · 9480 Enterprise Drive, Suite 1, Mokena, IL 60448
Explore the Virtual Family Office →Resources for Widowed Individuals
Featured Playbook
Find Your Financial Footing After Loss
A clear path through the financial decisions that follow the loss of a partner.
Read the Playbook
Related Reading
Article
What to Do Financially After a Loved One Passes
A checklist of the financial and administrative steps that follow the death of a spouse or loved one.
Read article →Article
Do You Need a Trust?
When a trust is worth setting up, when it isn't, and what it actually does.
Read article →Article
How Are Trust Distributions Taxed?
A plain-language breakdown of how trust distributions are taxed and who owes it.
Read article →Frequently Asked Questions
What items do I need to address when my spouse dies?
We supply a copy of the book Details After Death to the widows we work with. It's a great piece of literature that covers all the important items you should think about.
Should my children be involved in my planning?
Having a trusted child looped into your financial planning is a great way to prepare your family to handle your affairs after you pass. For widows who value privacy with their finances, our advisors are happy to fill that role instead.
How soon after my spouse's passing should I meet with an advisor?
There's no set timeline. Some widows reach out within weeks, others wait months. We're here whenever you're ready, not on a schedule we set for you.
Do you help retitle accounts and update beneficiaries?
Yes. We walk through every account and policy with you and coordinate the retitling and beneficiary updates directly with your attorney and the institutions involved.
What does this cost?
For advisory clients, our fee is a percentage of assets under management, billed quarterly. We're happy to walk through the specifics on a call.
What if I already have a financial advisor?
We're happy to offer a second opinion on your current plan before you decide anything. There's no obligation to move forward.