After a death, it’s vital that family members take legal considerations into account. This helps ensure that the following days can be spent grieving and planning a funeral, while personal and financial assets are taken care of.
It’s not a necessity to hire a lawyer through this process, although Betz, Rossi, Bellinger & Stewart highly recommends that you do so. Lawyers help you work through difficult decisions and trivial matters without bias or emotions. Upon contacting a lawyer, make sure that you have these documents ready:
Vehicle and Boat titles
Here are some other legal considerations that may help ease your stress so that you can focus on what truly matters: honoring your loved one:
Getting a Death Certificate
Certified Death Certificates can be obtained through the funeral home by speaking with your Funeral Director. We recommend getting multiple copies as some agencies that you may deal with will not accept a photocopy of the certificate.
Bank Accounts and Information
What happens to your loved one’s bank account after their passing? This differs between states and you should contact their bank immediately to discuss the necessary procedures to release these funds safely.
Try and keep a joint account open for a length of time after their passing, in case there are any checks that still need to clear.
Does Your Loved One Have an Executor?
An executor is the person who represents your estate, in charge of paying off debts, controlling your assets, and distributing them to the beneficiaries on your will.
If you’re in the midst of choosing an executor, be aware that you can choose anyone, but it’s important that they are trustworthy and of able mind.
We’re always available to help guide you towards the answers and assistance you need after a death. Simply call us at (518) 843-1920 to discuss your needs with a funeral professional.