The loss of a spouse is undoubtedly one of the most devastating experiences one can go through in a lifetime. On top of that, the surviving spouse will also have to sort out the deceased spouse’s estate and financial matters. Frequently, our clients discover only a few minor assets titled in their deceased spouse’s name, and they are unsure how to claim these minor assets. Here, we discuss a simple probate process commonly referred to as the spousal allowance. If you need help with these services, please contact our office at 919-823-6588.

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At Carolina Family Estate Planning, we understand that creating an estate plan is not the easiest topic to discuss. Perhaps the discussion started after a major life change, like a birth in the family or a loved one’s move to a nursing home. Regardless of the reason, rest assured that our firm is dedicated to providing members of the communities of North Carolina with extensive resources to help you make the best decision for you and your family.

Learn every aspect of how to completely plan an estate in North Carolina:

Wills, Trusts, and Estate Planning
Alzheimer’s Planning
Asset Protection
Medicaid and Long-Term Care
Veterans’ Aid & Attendance
Executors, Trusts & Probate
Protecting Minor Children
Resources for People with Disabilities

Carolina Family Estate Planning
201 Commonwealth Ct 100
Cary, NC 27511
Phone: 919-823-6588
email: info@carolinafep.com
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Losing a spouse can be an incredibly difficult and challenging time in one’s life. Not only are you dealing with the emotional aspects of grief and loss, but there are also numerous practical and financial issues that need to be addressed. One of these concerns is claiming the Spousal Year’s Allowance, a benefit available to widows and widowers in the UK.

The Spousal Year’s Allowance is a government support payment for those who have been bereaved. It provides financial assistance to help cover living costs for the first 12 months after your spouse has passed away. This can be a vital source of support for many people who may have been financially dependent on their partner.

In order to claim the Spousal Year’s Allowance, you will need to meet certain eligibility criteria. Firstly, you must have been married to or in a civil partnership with your spouse at the time of their death. You also need to be below the State Pension age when your partner passed away.

To start the process of claiming the Spousal Year’s Allowance, you will need to notify the government’s Bereavement Service. You can do this by filling out a Bereavement Support Payment form, which can be obtained online or by contacting the Bereavement Service directly. You will need to provide evidence of your spouse’s death, such as a death certificate, as well as details of your own identity and any relevant financial information.

The amount of Spousal Year’s Allowance you receive will vary depending on your individual circumstances. Factors such as your age, income, and living situation will all be taken into consideration when determining the payment amount. It is worth noting that claiming the Spousal Year’s Allowance may also impact other benefits or support payments that you are currently receiving, so it is important to seek advice if you are unsure about how it may affect you.

It is understandable that dealing with administrative tasks and paperwork can be the last thing you want to think about when you are grieving. Fortunately, there is support available to help you navigate the process of claiming the Spousal Year’s Allowance. Charities and organizations specializing in bereavement support can provide guidance and assistance to ensure that you receive the financial help you are entitled to.

Losing a spouse is a profoundly challenging experience, and the Spousal Year’s Allowance is designed to provide some financial relief during this difficult time. By understanding the eligibility criteria and seeking the necessary support, you can ensure that you receive the assistance you need to help cover living costs in the first year after your spouse’s passing. While it may seem overwhelming, it’s important to remember that there is help available to navigate the process and access the support you are entitled to.