What To Do Next Contains:
- A few helpful pointers when someone dies
- Planning Questionnaire for Probate
- Estate Settlement Process
- Estate Administration
- Asset & Document Listing
Planning the Next Steps
As grieving family and friends of a recently departed loved one, we know you have a lot on your mind. With all that you have to think about, we've tried to make it just a bit easier for you to focus on your loved one and take care of the business arrangements in a timely and organized manner. This is why we chose to offer you this What to Do Next Kit. It is designed to help offer guidance and direction in a simplified manner, to the executors/executrix, or administrators of an estate. We realize that nothing lightens the heartache of losing those closest to you, but hopefully we can ease the burden of what follows. This information should be gathered, consolidated and kept in a safe place for future reference. You may need to access this information over a period of years so keep it updated.
Covered in This Material are the Following:
- Who will control the estate
- How to establish the executor/trix or administrator
- Responsibilities of the executor/trix or administrator
- What authorities need to be contacted or notified
- What taxes have to be paid
- How and when to distribute assets
- Consequences of delayed settlement
- Locating assets and liabilities of the deceased
Please note that this kit is designed as a guide and not as advice for residents of Pennsylvania. If the decedent was not a Pennsylvania resident, please consult the state where he/she resided.
