What do I do after my loved one passes?

Posted on October 3, 2022 by shieldsandboris

Whether the death of a loved one came as a surprise or was a slow process, many people are unsure what steps to take in the aftermath. Following these tips will help you and your family during a difficult time.

  • Take care of yourself and your family first.
  • Notify the Social Security Administration Office and advise them of the death of your loved one.
  • Obtain several original death certificates.
  • Close credit card accounts to prevent fraud.
  • Collect mail to gather banking information, bills, and other financial information.
  • Locate the Last Will and Testament, Trust, or any other estate planning documents.
  • Gather insurance policies.
  • Consult with an Estate Planning or Elder Law attorney.

If your loved one had a well-constructed estate plan in place at the time of their death, the process of finalizing their affairs should be relatively straightforward.

If they did not plan in advance for their death, a skilled and compassionate Estate Planning attorney would be able to guide you through the process.

We specialize in educating and helping you protect what you have for the people you love the most. Contact us to learn more about how we can help you and your family.



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