What to do if a Loved One Passes Away with a Will

If a loved one passes away, it is only natural to be overcome with sadness. Despite the fact that you have a lot going on, you need to focus on administering the estate in the near future.

When a person passes away with a will, it makes everyone’s life much easier. While you may still face some challenges, they will be few and far between. After all, everything should be laid out for you in a clear and concise manner.

If you find yourself in this position, there are a few things you can do:

• Locate the decedent’s paperwork. This can include everything from a will to life insurance documents to bank statements. These documents can and will come in handy in the immediate future.
• Contact an estate planning attorney at once. Upon doing so, you will learn more about which steps to take next. For example, we can step in to help you avoid common mistakes, make the right decisions, and put the process in the past as soon as possible.
• Notify the appropriate parties. Along with loved ones, you should contact life, disability, and accident insurance providers. Along with this, contact the Social Security office without delay.

Note: this is not a time to make any “borderline” decisions. For example, don’t spend more of the person’s money than necessary. Along with this, never change the title of any assets. These types of decisions can cause you trouble in the future.

When a loved one passes away with a will, it is important to realize what this means to you. By taking on the tasks above, you will have a better grasp as to what the future holds.

We can help you better understand which steps to take, while helping you avoid adding more stress to your situation. It is never easy to deal with the passing of a loved one, but there are things you can do to ease the pain.

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Stephanie Thompson, Estate Planning Attorney of Krueger Hernandez & Thompson SC

As the owner of Krueger Hernandez & Thompson SC, it is Stephanie’s mission to address each client’s goals for their estate plan. By identifying their wishes and concerns she can educate, guide, and counsel on the different tools and options that will effectively and efficiently accomplish those goals.

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