According to the chapter's author, advisors interested in working with widows of their own clients should establish an initial contact:

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The author suggests that advisors interested in working with widows of their own clients should establish an initial contact soon after the notice appears in the obituary column, while also being considerate of the widow's emotional state. Waiting for the widow to fully recover from her husband's death or only reaching out if she seeks the advisor's services or inherits substantial assets may result in missed opportunities to provide support and guidance during a difficult time.

According to the Chapter's Author, Advisors Interested in Working with Widows