Estates

There are multiple processes that have to be taken on by an Estate Trustee (“Executor”) that depend on whether there is a Will or no Will, and what assets the deceased had when he or she passed away. The issues of immediate concern will be deciding organ donation, cremation versus burial, and dealing with your loved one’s perishables. Of course, arrangements will have to be made for children, pets, livestock, crops, etc., as necessary.

The funeral home will often assist with government filings and will provide you with multiple death certificates. It is important to locate Wills and Codicils to find out who is appointed to look after the estate, and who the beneficiaries are who will inherit assets from the estate. It is also important to obtain details about bank accounts, safety deposit boxes, investments, life insurance policies, pensions, and debts of the deceased. Collecting personal information about the deceased is necessary and collecting information regarding the next of kin (even a family tree) and particularly beneficiaries’ birthdates, and contact information is also required.