THE 7 ESSENTIAL TASKS YOU SHOULD DO WHEN SOMEONE DIES

There are 7 crucial steps you must take in order to minimize legal or financial complications in settling a loved one’s estate – even before you hire an attorney. Download the 7 Steps To Handling Your Loved One’s Estate checklist for FREE to get started on the time-sensitive tasks that need to be accomplished after losing a loved one.

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THINK YOU’RE HEADED TO PROBATE COURT? DO THESE FIRST BEFORE YOU CALL AN ATTORNEY!

Don’t fork over those attorney’s fees just yet – not when you can accomplish these essential steps without one. Get your FREE checklist to the 7 Steps To Handling Your Loved One’s Estate now and find out what you need to do in order to get started on settling your late loved one’s estate!

7 MOST IMPORTANT THINGS YOU MUST DO WHEN YOUR LOVED ONE PASSES AWAY (BEFORE CONTACTING AN ATTORNEY!)

Beyond the funeral and dealing with your loved one’s remains, there’s also the matter of their estate. Doing these steps BEFORE you call an attorney can help you get a head start on getting their affairs in order and help the probate process go smoother.

WHY? You will be required to file a list of the assets in the estate during the probate process.  This list is used to determine what is to be distributed to the heirs of the estate.   

HOW?

  • First: Gather your loved one’s important documents Not sure which documents are important? Check out our free downloadable checklist!
  • Second:  Make a list of your loved one’s real estate, investments, bank accounts, jewelry, etc.

WHY? So that you won’t have to return the money to the government!

WHY? You don’t want your loved one’s valuables to be taken or damaged.  If you are the executor, you will be responsible for trying to get the property back. 

WHY? You don’t want your loved one’s estate to have to pay for debt if it doesn’t have to!

WHY? If no beneficiary is named, the estate may be the default beneficiary and you want to ensure those funds get paid into the estate.

WHY? To make sure that any company benefits get paid out!

NOTE: This could also apply to past employers

WHY? You MUST contact a Probate attorney because you can’t represent yourself in the probate process! 

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KEEP THIS GUIDE HANDY AS YOU GO THROUGH THIS PROCESS