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Survivor Financial Transition Planner | Widow Widower Spreadsheet Excel Google Sheets | Financial Organizer After Spouse Death Budget Tool

NowPrice:$11.66

Original Price: $46.62

75% off

•

Sale ends on November 30

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Highlights

  • Designed by RootRafter
  • Digital download
  • Digital file type(s): 1 File

A practical financial organizer for life after the loss of a spouse — not a grief journal, not a generic budget template. This tool exists to answer one question: what changed financially, and what can you actually afford now?

📊 WHAT THIS SPREADSHEET DOES

✨ Income & Benefits (Before/After): see your household income change side by side — spouse's income, your income, survivor/Social Security benefits, survivor pension, life insurance payout

✨ Monthly Budget (New Reality): rebuild your budget around the income you have now, category by category

✨ Affordability Decision Tool: the core differentiator — tells you clearly whether your current numbers are comfortable, manageable, or need adjustment, before you make any big financial commitment

✨ Decision Timeline: every task that follows a loss — notifying benefits providers, filing life insurance claims, retitling accounts — ordered by actual urgency, not a flat checklist

✨ Net Worth & Goals (12 Months): where you stand today and what you're working toward

✨ Dashboard: one-page view of your income gap, net worth, and what still needs attention

👤 WHO THIS IS FOR

Widows, widowers, and surviving partners who need financial clarity in the weeks and months after losing a spouse — whether you're deciding if you can keep your current home, need to understand your new monthly reality, or just want everything in one place instead of scattered across statements and mental notes.

📦 WHAT'S INCLUDED

• 1 Excel/Google Sheets file, 7 tabs, fully editable
• Pre-built formulas — plug in your numbers, everything calculates automatically
• Realistic example data included so you can see exactly how it works before entering your own
• Compatible with Excel (2016+) and Google Sheets

⚠️ WHAT THIS IS NOT

This is an organizational tool, not legal, tax, or financial advice. It does not replace guidance from a financial advisor, estate attorney, or tax professional. It does not calculate survivor benefit eligibility, inheritance tax, or country-specific fiscal obligations — please consult a qualified professional for those matters.

⚡ INSTANT DOWNLOAD

No physical item will be shipped. You'll receive a download link immediately after purchase.

Instant Download

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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Listed on Sep 17, 2026
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