Register for Part 1 of 3 – General Information
What To Do When a Loved One Dies – Part 1: General Information
The first webinar discusses the particular actions that one must take in the days, weeks, and months after the death of a loved one. We’ll discuss what must be done immediately after death and those things which should be handled at each stage of closing out the affairs of your friend or family member. We will focus on what you must do to avoid mistakes and the actions you must take to properly preserve the legacy of your loved one. During this presentation, you will learn how to determine whether your loved one’s estate will need to go through the probate or trust administration process, two very different procedures.
Key Considerations in the Steps to be Taken After the Death of a Loved One
- What you must do immediately after death, two weeks after death, and one month after death.
- What you must do to avoid mistakes.
- Determine whether the estate should go through probate, or whether the court system can be avoided all together through the use of a trust.
Our goal in creating the What To Do When a Loved One Dies webinar series is to provide assistance to you in the handling of something that almost all of us will inevitably face. We want to make sure you are prepared to do that properly. When one creates a trust, they name someone to be in charge of their affairs in the event of disability or death. This person is known as the successor trustee. Generally, the named successor trustee has no idea what to do because they’ve never done it before. Now, if the person who died did not create a trust, it is likely that the estate of that person will have to go through the probate court process. The bottom line is that almost everyone’s assets will have to go through the trust administration process or the probate court process, and 9 times out of 10 the person named to be in charge will not know what to do. This webinar series together will assist you during this difficult time. Please let us know if there is anything we can do to help!
DISCLAIMER: The information which we are providing is meant to be educational only and there is no intent to create an attorney-client relationship with you by providing this information. Because of the complexities which may arise as you perform your fiduciary duties, we recommend that you seek the services of a legal professional. If you are the successor trustee of a trust or if you intend to be the administrator or executor of a probate estate, please feel free to call our office, without charge, to have follow-up questions answered.
If you have questions about What To Do When a Loved One Dies, or would like to schedule a video/phone consultation, please call us at (626)403-2292, or e-mail us at: firstname.lastname@example.org and we will be happy to assist you.
Schedule a Consultation with an Experienced Probate and Trust Administration Attorney!