Estate and Property Fraud
What about investment advisors who contact me after my spouse dies?
Short answer
Be extremely cautious. Unsolicited outreach after a death is a red flag. Financial predators specifically target surviving spouses who have just inherited assets and may not understand investments. Before working with any financial advisor, verify their credentials at FINRA BrokerCheck (brokercheck.finra.org) and…
What this usually means
Be extremely cautious. Unsolicited outreach after a death is a red flag. Financial predators specifically target surviving spouses who have just inherited assets and may not understand investments. Before working with any financial advisor, verify their credentials at FINRA BrokerCheck (brokercheck.finra.org) and confirm they are a fiduciary.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county help for coroner contacts, vital records, cost tools, and paperwork.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.