Please use this list as a guide and reach out if we can help you complete any of the items.
- Take Care of Yourself
Allow yourself time to grieve and seek emotional support from friends, family, or grief counseling. - Notify Financial Institutions
Inform the benefactors banks, credit unions, and financial institutions of their passing. Request to freeze any accounts to prevent unauthorized access. - Assess Debt and Liabilities
Determine if the benefactor had any outstanding debts or liabilities that may affect the estate’s values. - Review Will and Estate Planning
Consult with an attorney to understand the contents of the will and navigate the legal aspects of estate distribution. - Transfer Ownership of Assets
If assets are left to you, transfer the ownership of those assets in accordance with legal requirements. - Set Up Your Own Financial Plan
With the inheritance, consider creating or updating your financial plan to manage the newfound wealth responsibly. - Communicate With Other Beneficiaries
If there are other beneficiaries involved, maintain open communication to ensure a smooth distribution of assets. - Handle Real Estate and Property
Address any real estate or property left behind, which may require transferring ownership or selling the assets.
Visit Life Changes page
Life sometimes has some unforseen changes that can feel overwhelming.
