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When a loved one dies…A guide for handling estate, probate and tax questions following the death of a family member.
What do we do now?The days following the death of a loved one are exhausting and confusing. It is a time when many questions arise that you probably never had to think about before.
Who do we need to notify? What needs to be done to settle the estate? Where do we begin? Who can advise us?
Used as a starting point, this list will help take some of the confusion out of what needs to be done. Of course, not all of the following will apply in every case.
People to Notify
Documents to Gather
Tasks to Complete
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