What Comes Next: A Decision Workbook for the First 90 Days After Receiving an Inheritance
Receiving an inheritance often carries grief, and it also brings real decisions, some urgent, most not. It's easy to feel like everything needs figuring out immediately, which usually leads to decisions made faster than they need to be.
This workbook separates urgent from merely urgent-feeling: an inventory of what was received, an immediate versus later decisions sorter, a professional consultation tracker for attorneys and accountants, an emotional and practical reflection log, and a 90-day action plan.
Very little in an inheritance needs to be decided in the first week. This workbook helps you slow down and sort what's actually time-sensitive from what only feels that way.
This is an instant PDF download you can read on any device or print at home for easy reference, easy to print so the inventory and action plan are somewhere you can reference without scrolling on a screen.
Part of the Hard Things Made Simple: Money & Debt series.