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.

STEPS

• 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 

• Original Will/Codicil/Trust

• List of All Beneficiaries

• Insurance Documents

• Title Deeds

• 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.