- Locate Will, Trust or any other separate writing or dispositive document transferring property on death.
- Notify Social Security Administration.
- Notify any pension, retirement account, 401K, IRA administrator, etc. of death and steps necessary to obtain survivor benefits.
- Notify life insurance company and obtain beneficiary claim and proof of death forms.
- Obtain certified copies of death certificates, including copies without cause of death.
- Notify annuity companies and former employers regarding death and any residual benefits, including insurance benefits for surviving spouse or other dependent family members.
- Confirm health insurance coverage to determine whether adequate insurance/ medicare supplements, including Medicaid Plan D prescription plan.
- File final income tax return.
- Determine if an estate tax return must be filed at both the State and Federal levels.
- Inventory assets of the decedent that were in the name of the decedent alone. Any assets that are joint or have a beneficiary designation should avoid probate and should not require probate.
This entry was posted
on Thursday, February 21st, 2008 at 3:20 pm and is filed under Estate Planning.
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