LAW OFFICE OF JILL GANNON-NAGLE
  • Home
  • Services
  • About
    • Reviews
  • Contact Us
  • Make Payment
  • Blog

an after death to do list

9/3/2024

0 Comments

 
Losing a loved one can be an overwhelming experience, leaving you emotionally drained and facing a myriad of tasks that need immediate attention. From making funeral arrangements to handling legal matters, the sheer volume of decisions and responsibilities can feel daunting. A list of "what to do next" can be helpful in navigating this process, so we thought this list may be helpful to some of our friends. Of course this is not a comprehensive list, and legal assistance will likely be needed, but we hope this helpful in beginning the process of handling the affairs of your loved one. 
  1. Handle the cremation, burial, funeral arrangements. 
  2. Find (or look for) the Original Last Will & Testament and/or Trust Documents.
  3. Gather Documents: Birth Certificate, Marriage Certificate, Death Certificate, Divorce Decrees, Social Security Card, Military Discharge Papers, Driver's License. 
  4. ​Make a List of all accounts: Bank Accounts (Checking/Savings/Business), Credit Cards, Investments, Loans, Retirements, Insurance Policies (life, auto, home). 
  5. ​Ensure that credit reporting agencies are aware of the death. 
  6. Pay all expenses for funeral, burial, and debts as they come in. 
  7. Forward Mail to Personal Representative, if applicable.
  8. Change Utility Account mailing information, if applicable. 
  9. ​Prepare an estate inventory including real estate, personal property, vehicles, financial accounts, etc. Compile a list of assets and known debts. Consider an appraisal on real estate.
  10. Meet with an attorney and discuss informal probate (if there is a will) or formal probate (if there is not a will). 
  11. ​Transfer real property owned as a joint tenant with right of survivorship or with a life estate.
  12. Ensure all payable on death beneficiaries have been paid. 
  13. Handle the distribution of assets.
  14. File income taxes, if applicable. 
  15. Close the Estate. 

We hope this is helpful in taking steps to handle the affairs of your loved one after death. 

​-Jill ​
0 Comments



Leave a Reply.

    Archives

    September 2024
    April 2024
    January 2024
    September 2023
    January 2023
    August 2022
    April 2022
    January 2022
    December 2021
    November 2021
    September 2021
    August 2021
    July 2021
    May 2021
    March 2021
    January 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    April 2020

    RSS Feed

location and hours




Business Hours:
​Monday - Thursday 9-5
Fridays and Weekends by Appointment
The information provided on this website is not intended to constitute legal advice, and does not constitute legal advice. The information is provided for general informational purposes only and may not constitute the most up-to-date legal or other information. This website may include links to third-party websites and those links are for convenience only. Readers of this website should contact their attorney to obtain advice with respect to particular legal matters. 
  • Home
  • Services
  • About
    • Reviews
  • Contact Us
  • Make Payment
  • Blog