What Steps Do You Take When a Loved One Passes?

Jun 11, 2018

Your loved one has passed and you are the executor and/or trustee. Suddenly you’re confronted with a set of unfamiliar responsibilities at what is already a difficult time in your life. You will find that there are many helpful people to guide you through this process:

  • Your funeral director will assist you in getting copies of death certificates and notifying Social Security of your loss.
  • Your loved one’s employer can assist you in claiming any available benefits to which you or your family may be entitled.
  • Your loved one’s CPA, attorney, and financial advisors will be there to assist in every step.

What Steps Do You Take When A Loved One Passes