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Modern Estate Planning Blog

Elder Law & Special Needs Planning

Finding out if employer death benefits are available after the death of a loved one | Fair Oaks wills lawyer

May 12, 2011

The next step in our series on how to administer the estate of a loved one is one that is often time-consuming and confusing. It involves trying to figure out if your loved one’s employers offered any type of benefit to the surviving spouse or children upon death.

In order to do this, you must contact the human resources department at your loved one’s place of employment. What is often overlooked, however, is the fact that you need to check with all previous places of employment, not just the company where your loved one last worked before his or her death. There is a chance that the decedent’s family may still be eligible to receive death benefits under a corporate plan.

While talking with the human resources department at each company, make sure to also ask about any 401(k) accounts, pensions, or stock benefits that many have been overlooked.

In order to ensure that the distribution is handled properly, you should also speak with an attorney before requesting any payout of the benefits.

As an attorney who handle wills and estates in Fair Oaks, CA on a daily basis, I understand that this is not an easy task to complete, especially when you are in the midst of mourning your loved one. Let us help you by providing you with a free consultation and a breakdown of what we can do to make the process easier on your family. Call us today at (916) 241-9661.

Call The Chubb Law Firm today at (916) 241-9661 to review your goals and discuss your options.

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My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
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