Navigating financial life after loss

Losing a spouse is one of life’s hardest moments. Meridian brings structure and support during this transition, helping you regain control over financial and personal decisions.

Stage One

Estate administration

We coordinate legal steps, transfer accounts, manage documentation, and plan for estate taxes.

Stage Two

Organization & planning

We rebuild your financial plan, address residence and lifestyle shifts, and secure your financial future.

Stage Three

Ongoing oversight

We handle financial operations, manage household logistics, and support tax and compliance—all with compassion and care.