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Never sell assets you know your spouse is going to request.
2. Never sell assets you know your spouse is going to request. Don’t sell her mother’s belongings kept away and expect to get away with...
Never hide anything from your attorney.
1. Never hide anything from your attorney. Attorneys can prepare you and help you get all the information you will need to process your...
Pay Final Bills and Guard against Financial Fraud.
8. Pay Final Bills and Guard against Financial Fraud In the process of paying the final bills for someone who’s passed, remember about...
Apply for Benefits Due to Survivors.
7. Apply for Benefits Due to Survivors For many types of insurance policies, along with financial contracts including car loans,...
Cancel or Transfer Accounts, Memberships and Subscriptions.
6. Cancel or Transfer Accounts, Memberships and Subscriptions Following someone’s death, you don’t want subscriptions, memberships or...
Notify Financial Institutions, Government Agencies and Others.
5. Notify Financial Institutions, Government Agencies and Others The next step is to notify all the following places of the individual’s...
Collect and Secure Pertinent Documents.
4. Collect and Secure Pertinent Documents Tending to the financial affairs of someone who has passed away can be time consuming while...
Consult a Lawyer – Even if You Decide Not to Hire One
3. Consult a Lawyer – Even if You Decide Not to Hire One After a loved one passes away, many heirs balk at hiring legal help because they...
Obtain Letters Testamentary or Letters of Administration.
2. Obtain Letters Testamentary or Letters of Administration Before you get in contact with institutions that a deceased person was doing...
Get Multiple Copies of the Death Certificate.
1. Get Multiple Copies of the Death Certificate If you are the spouse or executor/executrix of the deceased person, the first step is to...
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