Wealth with Intention
Money Wisdom for Your Next Chapter
What to Do in the First 30 Days After Inheriting Money
In the first 30 days after inheriting money, the most important thing you can do is slow down. Gather a complete inventory of what you inherited, park any liquid cash somewhere safe like a high-yield savings account, get a basic understanding of the tax picture, and start assembling a team of professionals. Most financial decisions can wait 30 to 90 days. Almost none of them require immediate action.
Why the First 30 Days Matter More Than You Think
Inheriting money is rarely just a financial event.
It usually arrives in the middle of grief, family dynamics, and decisions you were not expecting to make. And somewhere in all of that, someone is telling you that you need to act fast.
You don't. Not on most of it.
What you do in the first 30 days is not about making moves. It is about getting grounded, getting clear, and protecting yourself from the mistakes that are easiest to make when emotions are running high.
Here is what actually matters right now.
Step 1. Give Yourself Permis...
Leah Hadley, AFC®, CDFA®, MAFF®
Founder/Senior Wealth Manager
Leah Hadley is the founder of Intentional Wealth Partners and Intentional Divorce Solutions, a Cleveland-based financial planning practice serving clients nationwide. She specializes in helping women and couples navigate major life transitions with confidence and clarity. She is also the host of the "Intentional Divorce Insights" podcast and a sought-after speaker.
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Great Lakes Investment Management, LLC, dba Intentional Wealth Partners may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Intentional Wealth Partners is currently registered in Ohio, California, Florida, Texas, and Virginia. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Intentional Wealth Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
