During the turmoil of grief, you may find yourself faced with having to make financial and legal decisions. While it may not seem fair, these affairs still need attention. The bereaved often ask us for help and assistance as they don’t know where to turn. Here are some tips:
Financial tasks that need to occur after a death are:
- Securing benefits
- Paying taxes
- Changing ownership or title
Find these important documents:
- Multiple copies of the death certificate
- All insurance policies
- Social Security numbers
- Military discharge papers
- Marriage certificates
- Deceased’s will or estate plan
- List of assets
- Deceased’s most recent income tax return
Other people can assist you. Seek counsel from:
- Benefits administrator from your loved ones’ job
- Accountant or lawyer
- Professional financial planner
We know this is a difficult time and financial details may be the last thing you want to think about. Please do not feel rushed to make any decisions and know that there is support and help for you.