Death Of A Loved One
When a loved one passes away, contact our office to schedule an initial Settlement Review Meeting so we can review the steps involved in settling an estate, as well as what your responsibilities are as trustee and/or personal representative. During this meeting we will provide you with more detailed information about how we can assist you.
You will probably have many questions. Please write them down and bring them to our meeting.
It would be helpful if you could bring your or the original estate planning documents. Other helpful documents to bring to the meeting, if you have the time to find them, include:
- Paid funeral bill
- Death Certificate
- Originals or copies of real estate deeds
- Copies of recent statements for brokerage accounts, bank accounts, retirement plan accounts and investment/stock accounts
- Original life insurance policies
- Original titles to cars, trucks, trailers, boats, etc.
- Hospital bills
If you can’t find these items, don’t worry, just bring what you have.
Please do not close any bank accounts, re-title any assets, roll over any IRAs or collect any life insurance until we have had an opportunity to meet with you in person, since this can result in extra taxes. We will provide you with more information about these and other financial issues during our meeting.
