The steps you should take to handle estate matters, from distributing assets to dealing with real estate, are determined by whether or not your deceased loved one left a will, a trust, or neither of these.
Read MoreIf your loved one left a will and a trust, there are a few ways to proceed.
Read MoreLegally speaking, your primary goal may be to avoid probate, which can prove arduous and carry a hefty estate tax. It is possible that your loved one wrote a will that covered everything and/or did what was necessary to avoid probate.
Read MoreWhile there are many different steps that go into administering a trust, this guide aims to cover the more general steps.
Read MoreHere are the first and most important tasks to complete in the wake of a spouse’s passing.
Read MoreAfter a death, the real estate may be inherited by an individual or sold. Here’s how to handle the process.
Read MoreAfter a death, you may want to cancel any unneeded plans and services to avoid additional charges, get refunds, and let people know.
Read MoreYou will need to switch the insurance policies over to continue to be protected. If no one is using the insurance anymore, you can cancel the policy to save money. You usually have 30 days to do this.
Read MoreCheck if care instructions were included in the will. If not, you can think through the best options.
Read MoreThis guide gives you instructions and inspiration to create a virtual event (wake, shiva, funeral reception, celebration of life, etc.), giving you the opportunity to memorialize your loved one and on-demand help along the way.
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