First Steps

Learn how to regain control of your finances, protect your rights, and take steady, confident steps forward after losing your spouse.

The Problem? Everything Hits at Once

When your spouse dies, life doesn’t pause. Bills still arrive. Decisions still need to be made. People expect answers you don’t have yet. At the same time, you’re grieving, exhausted, and trying to function in a fog.

Most widowed people are forced to make financial and legal decisions before they understand their rights, their options, or their full situation. That’s how mistakes happen. Missed benefits. Rushed decisions. Avoidable stress that follows you for years.


You Need Stability, Safety, and a Clear Path Forward

You want to know what actually needs to be done right now and what can wait.
You want to protect yourself legally and financially without feeling rushed or overwhelmed.
You want a steady, calm path forward instead of reacting to every new demand.

Most of all, you want to feel like you’re standing on solid ground again.


Introducing First Steps

First Steps is the grounding course designed to guide you through the earliest weeks and months after losing your spouse. It helps you stabilize your situation, avoid common mistakes, understand your rights, and take action at a pace that protects both your wellbeing and your future.

This is not a checklist dumped on you all at once. It’s a clear, time-based roadmap that meets you where you are and shows you what matters now, what comes next, and what to ignore for the moment.


What You'll Learn

  • Understand what to do and when.
    Learn which actions matter in the first weeks, which can wait, and which mistakes to avoid entirely.
  • Protect yourself legally and financially.
    Get clear on your rights, responsibilities, and potential risks so you don’t make decisions you’ll regret later.
  • Handle immediate financial realities.
    Learn how to manage urgent money issues, notify the right people, and access available resources.
  • Get help without shame.
    Understand what assistance exists, how to ask for it, and why there is no room for embarrassment during crisis.
  • Navigate loss as an unmarried partner if applicable.
    Learn how rights, benefits, and options differ and how to protect yourself when the system doesn’t automatically recognize your relationship.
  • Create your Financial Snapshot.
    Build a simple, clear overview of your finances so you’re no longer guessing or operating in the dark.

Frequently Asked Questions

  1. I’m overwhelmed. Is this too much for me right now?
    No. This course was built specifically for overwhelm. You can move slowly, skip around, and come back as needed. Nothing assumes you’re thinking clearly every day.
  2. What if I’m afraid of making a mistake?
    That fear is valid. This course is designed to reduce risk by helping you understand what not to do just as much as what to do.
  3. Do I need to be good with finances to take this?
    Absolutely not. Everything is explained in plain language with a focus on clarity, not complexity.
  4. Is this only for married couples?
    No. There is dedicated guidance for unmarried partners, including where rights differ and how to protect yourself.
  5. Will this replace professional advice?
    No. It helps you know when to seek professional help, what questions to ask, and how to avoid being taken advantage of when you’re vulnerable.
  6. What if I’m not ready to take action yet?
    That’s okay. Even understanding your situation without acting can bring relief. This course supports readiness, not pressure.

First Steps gives you something most widowed people don’t get early on: clarity, protection, and permission to move at your own pace.

Course content

6 sections | 26 lessons