All-Access Bundle

Get every course in one complete roadmap so you can move from chaos to clarity and handle the financial and legal side of loss with confidence, at your own pace
Product image for All-Access Bundle

You’re Trying to Rebuild a Whole Financial Life While You’re Still Grieving

After loss, it’s not one problem. It’s everything.

Immediate tasks.

Paperwork.
Accounts.
Benefits.
Bills.
Credit.
Taxes.
Insurance.
Big decisions about the house.
Decisions about the estate.
Decisions about the future.

And all of it comes at you while your brain is tired, your heart is broken, and your capacity is limited.

Most people end up piecing things together from Google, friends, and half-remembered conversations. That usually leads to one of two outcomes: paralysis, or rushed decisions made under pressure.


You Want a Clear System for the Whole Journey

You want to know what to do first, what to do next, and what can wait.
You want to feel confident that nothing important is being missed.
You want guidance you can trust, without hype, and without shame.

You want a steady roadmap that takes you from chaos to control, one step at a time.


Introducing the All-Access Bundle

The All-Access Bundle gives you every course in the series so you can handle the entire financial and legal journey after loss in one place.

Instead of buying individual courses as new problems appear, you get a complete, organized system you can move through at your own pace. Start where you are. Come back when you’re ready. Use what you need now and save the rest for later.

This bundle is for people who want the peace of mind of knowing:
“I have the full roadmap, and I won’t have to scramble later.”


What You Get Inside the Bundle

A step by step path through the biggest areas of widowhood finances

From the first weeks, to long-term planning, the bundle covers the full progression:

  • How to take the right first steps without rushing.
    Know what matters in the early weeks and how to avoid the most common mistakes.
  • How to get organized in the places that create the most stress.
    Protect credit, reduce identity theft risk, manage bills and documents, and handle digital access.
  • How to claim benefits, insurance, and support the right way.
    Learn what you may be entitled to and how to claim it without missing deadlines or leaving money behind.
  • How to create stability in your monthly finances.
    Understand income, expenses, budgeting, debt, net worth, housing decisions, emergency funds, and returning to work.
  • How to set up your banking correctly after loss.
    Handle accounts, cards, estate checking, notifications, and credit lines with confidence.
  • How to make smart investment decisions.
    Understand what you own, reassess risk, and choose an advisor who is trustworthy and aligned with your needs.
  • How to navigate taxes with fewer surprises.
    Understand filing changes, estate tax basics, and property tax options including exemptions and appeals.
  • How to take ownership of assets safely.
    Manage real estate, vehicles, digital assets, and probate without shortcuts that backfire.
  • How to update insurance coverage so it fits your life now.
    Review policies, document coverage, and protect your health, income, home, and liability.
  • How to update legal protection so your family is covered.
    Wills, trusts, powers of attorney, advanced directives, beneficiaries, and guardianship.

Tools that reduce overwhelm

You won’t just get information. You’ll get practical structure: action steps, guided decisions, and worksheets that help you gather what matters and move forward without spiraling.


Frequently Asked Questions

  1. Do I need all of these courses?
    Not all at once. That’s the point. The bundle gives you the full roadmap so you can use what applies now and return to other topics later without scrambling.
  2. What if I’m early in grief and can’t focus?
    You can start small. The courses are designed to be picked up and put down. You can read one lesson, take one action, and stop.
  3. Will this overwhelm me more?
    It’s designed to do the opposite. Instead of a scattered internet search, you get organized guidance and clear next steps. You don’t need to do everything, you just need to know what’s there when you’re ready.
  4. Is this only for people with complicated finances?
    No. Complexity isn’t the requirement. Change is. Even simple finances become harder after loss when accounts, benefits, and legal documents shift.
  5. Does this replace professional advice?
    No. It helps you know when to seek professional help, what to ask, and how to protect yourself from pressure or costly mistakes.
  6. I’m worried I’ll make a mistake and regret it later.
    That fear is real. The bundle is built to reduce risk by giving you clear guidance across the areas where mistakes are most common.
  7. What if I’m an unmarried partner?
    The bundle includes guidance for unmarried partners, including where rights differ and how to protect yourself.
  8. Is this relevant if my spouse handled everything?
    Yes. Many people enter widowhood without knowing where things are or how they work. The bundle was designed for that exact situation.

The All-Access Bundle gives you something most widowed people never receive: a complete, structured roadmap for the financial and legal side of loss, so you can move forward with clarity, protection, and steady confidence.