Death is never a pleasant conversation to have and the process after a loved one has passed away is not an easy task to navigate on your own.
There are different steps to take if your spouse or parent passes away.
- How do you process the inheritance from IRAs or life insurance policies?
- Do all individual brokerage accounts and bank accounts have to go through Probate and what exactly is Probate?
- Do you need an estate attorney and an accountant?
- How do you secure personal property such as homes, cars or jewelry?
We are here to walk you through the process, step by step and help you navigate handling the financial affairs of your loved one. Please feel free to reach out to us at any time for guidance.
Click here for a guide on what to do when a spouse or parent passes.
As always, if you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.
Stacy Brilliant, Chief Operating Officer