When a Loved One Dies – FAQs and Checklist
Unfortunately, losing a loved one not only brings a tidal wave of grief, but what may seem like a flood of overwhelming tasks and responsibilities. Before and after the funeral, you may find yourself having to tackle tasks like administering a Trust, filing insurance claims, and retitling accounts. To keep the process organized, this checklist outlines next steps for you to take in managing the financial affairs of your loved one’s estate. Remember, not everything has to be done today.