Skip to main content

Talk to professionals

Get in touch with experts who can assist you throughout this process. This can help ease the burden so you’re not managing everything by yourself.

  • Attorney – manage the estate
  • Accountant – focus on financial needs
  • Insurance agent – file claims
  • Financial professional - plan for the future

Handling the estate

Wrap up any loose ends and be sure to keep bills and mail organized for future reference. This might include dealing with debts, selling the house and car, paying inheritance taxes, preparing for probate and creating a new budget. Explore health care options if you and others were covered by your loved one’s plan, update your homeowners insurance and secure a new title for vehicles previously titled in your loved one’s name.

Review your own financial and legal plans

An inheritance or change in finances might influence your own plans.

  • Update existing accounts and any beneficiaries
  • Talk with your employer about available life insurance options
  • Consult with a financial professional to gain insights into individual life insurance solutions
  • Ensure your preparations are clear and current

Back: Organize the details

Please note that this site is intended for reference only and does not provide a complete list of all resources or cover every possible situation you may encounter.

 

Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary or investment advice.