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ESTATE
MATTERS
There
are many matters that need to be addressed when a loved one dies. Settling an
estate can be an involved and lengthy task. Some matters need to be addressed
before others. This web page is designed to help you through this process but is
not a substitute to legal counsel. Please contact your attorney to protect the
legal rights of all concerned.
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Determine the number of certified copies of the
Death Certificate you will need. We will secure these for you. Certified
copies of the Death Certificate are needed when the deceased signature is
required to transact business (i.e., bank accounts, property, automobiles,
boats, stocks, bonds, certificates of silver or deposit, insurance policies
and railroad, social security and military benefits, pensions, etc. )
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If the deceased was receiving social security,
pension or retirement benefits, please notify the appropriate agency.
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Notify creditors if debts exist. (public
notice)
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File claims with insurance company and/or
other agencies with whom benefits
are due.
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Have executor contact County Office of the Register
of Wills. If a dispute arises, contact the Orphan’s Court to resolve
matters of the validity of the will, transfer of property, etc.
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File and pay taxes.
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