Free Workbook
A practical guide for the season
no one prepares you for
Built from more than two decades of walking alongside widows. Clear steps, real deadlines, and room to breathe between them.
What's inside
More than a checklist. A guide that meets you where you are.
The financial world doesn't pause after loss. Statements arrive. Accounts ask for attention. This workbook helps you sort what's real from what only feels urgent, one page at a time.
"Be careful as you consider selling investments, buying products you do not understand, or giving away assets too soon. This workbook is here so those decisions get made with clarity, not pressure."
Get the digital copy
Tell us where to send it. No cost, and no obligation attached.
Your information stays private and comes only to Mitch's team.
The physical copy
Prefer a real book? We'll mail it to you
The same 72 page workbook, printed and sent to your door at no cost. Built around now, soon, and later, with plain answers about estates, taxes, and accounts, and one place to keep it all together. It isn't free anywhere but here.
Get the printed copy
Tell us where to mail it. No cost, and no obligation attached.
Your address is used only to mail your workbook.
Your workbook is on its way
Check your inbox in the next few minutes. While you're here, Mitch's free course walks through the same first steps in his own words.
Taking you to the course in 3...
A private community for widows
Join The Legacy Circle
A quiet place to be understood, get clear answers, and take the next step at the pace that fits you.
What you'll find inside
After losing a spouse, the financial side of life doesn't pause. It speeds up. Statements arrive. Accounts need attention. Decisions stack on top of grief, and the people around you don't always know what to ask.
Inside The Legacy Circle, you're alongside other widows who understand what this season feels like, with the steady guidance of Mitch Simkins, a wealth advisor who has spent nearly 20 years working with widows through the most complex financial transitions of their lives.
- Honest conversations with other widows who get it. No jargon, no judgment.
- Plain English answers to the questions you didn't know who to ask.
- Checklists and resources pulled straight from real client work.
- Live Q&A with Mitch, plus Wins for Widows moments to mark each step forward.
If you're a widow ready to stop carrying it alone, you're welcome here.
Request your seat
Fill out the form and we'll send your access link by email.
Already a member? Log in to the Circle