Steps to Take When Losing a Loved One
Losing a loved one can be one of the most difficult periods we can possibly go through.
You may want to honour the wishes of your loved one but may not know exactly what you need to do to finalize his or her estate.
Below are some steps and documents to consider to help you through this process.
Notify lawyer or personal representative
Search for a will/codicil/trust
Notify Insurance company
Notify bank/finance company
Make list of your loved one's assets
Make list of your loved one's debts
DOCUMENTS TO GATHER
Certified Death Certificate
List of All Beneficiaries
Inventory of All Assets
Inventory of Outstanding Bills/Loans
At the Law Office of Lyngeolle Morris we are committed to providing you with personalized legal counsel while you are trying to cope with the grief of your loved one’s death.
When you have questions, contact us to schedule a consultation to discuss how we can meet your legal needs at this time.