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Free E-Book
Seven Steps to Handling Your Loved One's Estate
Closing out accounts, who to notify, accessing death benefits and beginning probate or trust
administration after losing a loved one
By: Robert M. Goldberg, J.D.
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Seven Steps in Handling Your Loved One's Estate
The weeks and months following a loved one's death can be overwhelming. There are so many legal and financial tasks that need to be done. You could  be wondering where to begin and precisely what needs to be done to close out your loved one's estate.
This free guide written by attorney Bob Goldberg walks you through every step of the process, beginning with the seven steps you need to follow right after you lose a loved one.
Whether you have been named executor, trustee, or are simply helping someone else, this easy to understand e-book helps you learn:
  • Your responsibilities as executor or trustee, and how to fulfill them with the least amount of legal and court fees, headaches and delays for the estate.
  • The most important persons and companies to notify right after your loved one passes away, and the paper work you will need in order to do it right.
  • How to deal with creditors and debts that are left behind (unfortunately, it just doesn't disappear when your loved one dies).
  • How to avoid personal liability from disgruntled heirs or beneficiaries caused by unintentional mistakes or oversights occuring during the administration process.
  • What is probate, how much does it cost, how do you file and which assets need to go through the court process.
  • How to locate and apply for death benefits your loved one may be entitled to for burial and other expenses.
  • Why you as a trustee could still wind up in probate court...and what to do about it.