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So
much is on the minds of everyone affiliated with any estate.
Whether you are an heir, executor/executrix
of the will, or the attorney overseeing the estate, we can
help ease your mind and workload.
Here
is a small checklist for your consideration:
- Locate
the will
- Obtain
a lawyer, if necessary
- Apply
to appear before the probate court
- Notify
beneficiaries named in the will
- Arrange
for publication of notice to creditors and mail a notice
to each known creditor
- Send
notices of the person's death to the post office, utilities,
banks and credit card companies
- Collect
debts owed to the estate
- Check
with deceased's employer for unpaid salary, insurance and
other employee benefits
- File
for Social Security, civil service or veteran benefits
- File
for life insurance and other benefits
- File
city, state and/or federal tax returns
- File
state death and federal estate tax returns
- Pay
valid claims against the estate
- Distribute
assets and obtain receipts from beneficiaries
- File
papers to finalize the estate
Call
today for any questions
800.573.3508
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