Advice

After a death, there are many legal details to work out.  While it is not necessary to work with a lawyer, it is strongly recommended. The time following a death of a loved one is extremely emotional, and even the closest family may have disagreements.  To ensure lasting peace in the family, it is a good idea to let a lawyer figure things out. 

Before getting in touch with a lawyer, there are several important documents that you need to gather.  Those include:

• Any wills that you are aware of.
• Deeds
• Bank Statements
• Insurance Policies
• Vehicle and Boat titles
• Tax Documents

Funeral Director's Statement of Death

A Funeral Director Statement of Death is necessary before anything can be done.  A Funeral Director Statement of Death can be obtained through the funeral home.  It is a good idea to obtain multiple copies of the Funeral Director Statement of Death as most agencies require a certified certificate and not a photocopy

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Death Certificates

A certified death certificate is frequently necessary in the wake of a death.  A death certificate can be obtained through a funeral director.  It is a good idea to obtain multiple copies of a death certificate, as many agencies require a certified certificate and not a photocopy.

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Wills & Executors

Everyone knows they should have a will, but the vast majority – about 70% of us – do not.  Writing a will is easy and inexpensive, and once you are done you can rest easy, knowing your hard-earned money and property will be distributed according to your wishes, and that your loved ones will be taken care of in your absence.

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Bank Accounts

Procedures for bank accounts following death vary regionally.  In some areas, bank accounts are automatically frozen after a death.  To avoid any complications, the bank should be notified immediately. The bank employees will guide you through the next steps from there.

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