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7 Steps To Handling Your Loved One’s Estate

How to close out accounts, notify key authorities, access death benefits and begin the probate or trust administration process after the loss of a loved one.

The weeks and months following the death of a loved one can be overwhelming.  With so much to do legally and financially, you may be wondering where to even start and what exactly is involved in closing out a loved one’s estate.

This free guide written by attorney Heather Chubb is designed to walk you step-by-step through the process, starting with the seven steps you should take immediately after the loss of a loved one.

Whether you have been named as an executor, a trustee or you are simply helping someone who is, this easy-to-understand guide will help you discover:

  • Your duties as an executor or trustee, and how to carry them out in a way that involves the least amount of legal/court fees, headaches and delays for the estate.
  • The most important people and institutions to notify immediately after the loss of your loved one, and the documentation you’ll need to do it.
  • How to deal with creditors and outstanding debt (hint: it doesn’t just disappear after you loved one’s death)
  • How to avoid personal liability from heirs or beneficiaries due to unintentional mistakes or oversights on your part during the administration process.
  • What is probate, how much does it cost, how do you file and which assets are subject to this lengthy and costly court process.
  • How to locate and apply for additional benefits that your loved one may be entitled to for burial and related expenses.
  • Why you as a trustee may still wind up in probate court…and what to do about it.

Don’t wait to learn how to close out your loved one’s estate in the most cost-effective and easiest way possible.  Download our free guide now to learn the seven steps to take immediately after loss.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen