Cash and tasks after losing someone

In the weeks after a death, grief and paperwork arrive together, and the money side is easy to freeze on. It helps to split it into two: the cash you need to get through the next two months, and a plain timeline of tasks. Enter the funeral budget, two months of living costs, and how many accounts and automatic payments are involved; the tool sets the cash target and lays the tasks out by 7, 30 and 90 days.

Result

The short-term cash need for the next two months is about 54,000 (funeral budget plus two months of living costs); set that aside first. There are also 3 financial accounts to review one by one and 4 automatic payments to stop or move. Then work the timeline: within 7 days secure certificates and safeguard key accounts; within 30 days reconcile debts, policies and auto-payments; within 90 days move probate and transfers forward.

Short-term cash need (2 months): 54,000
Accounts to review: 3
Auto-payments to stop / move: 4
Within 7 days: Obtain certificates; freeze or safeguard key accounts
Within 30 days: Reconcile outstanding debts, policies and auto-payments; notify relevant institutions
Within 90 days: Move probate and transfers forward; this tool does not decide inheritance shares — consult a professional for legal matters

The cash figure follows your inputs; the timeline is a general guide, not a legal deadline.

Assumptions & limits

This is a cash-and-task checklist, not legal advice. It does not decide inheritance shares; consult a professional for legal matters.