The weeks and months following the death of a loved one can be overwhelming. With so much to do legally and financially, you may be wondering where to even start and what exactly is involved in closing out a loved one’s estate.

 

This free guide written by attorney Aaron Miller is designed to walk you step-by-step through the process, starting with the seven steps you should take immediately after the loss of a loved one.



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How To Close Out Accounts, Notify Key Authorities, Access Death Benefits, And Begin The Probate Or Trust Administration Process After The Death Of A Loved One.


Whether you have been named as an executor, a trustee or you are simply helping someone who is, this easy-to-understand guide will help you discover:


  • Your duties as an executor or trustee, and how to carry them out in a way that involves the least amount of legal/court fees, headaches and delays for the estate.


  • The most important people and institutions to notify immediately after the loss of your loved one, and the documentation you’ll need to do it.


  • How to deal with creditors and outstanding debt (hint: it doesn’t just disappear after you loved one’s death).


  • How to avoid personal liability from heirs or beneficiaries due to unintentional mistakes or oversights on your part during the administration process.


  • What is probate, how much does it cost, how do you file and which assets are subject to this lengthy and costly court process.


  • How to locate and apply for additional benefits that your loved one may be entitled to for burial and related expenses.


  • Why you as a trustee may still wind up in probate court…and what to do about it.



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