Includes steps before and after death, probate management, inheriting money, financial account transitions, and property disposition.

How to Transition Finances to a One-Adult Household

Adjust your financial setup after life changes by updating accounts, budgets, and estate plans for a one-adult household.

2025-03-07T13:34:32-05:00By |Checklists, Estate Transition & Probate, Financial & Investment Planning|Comments Off on How to Transition Finances to a One-Adult Household

How to Settle Financial Debts After Death

Learn how to identify, manage, and resolve debts after a loved one’s passing to protect the estate’s value.

2025-03-07T13:33:48-05:00By |Checklists, Estate Transition & Probate, Financial & Investment Planning|Comments Off on How to Settle Financial Debts After Death

How to Freeze and Close Credit Reports After Death

Protect a deceased person's identity by freezing and closing credit reports to prevent fraud and unauthorized access.

2025-03-07T13:42:57-05:00By |Checklists, Estate Transition & Probate, Financial & Investment Planning|Comments Off on How to Freeze and Close Credit Reports After Death

How to Transfer Employee Benefits After Someone Dies

Follow this checklist to transfer employee benefits after the death of a loved one, ensuring smooth management of life insurance, retirement, and other benefits.

2025-03-07T14:52:07-05:00By |Checklists, Estate Transition & Probate|Comments Off on How to Transfer Employee Benefits After Someone Dies

Steps to Take After Inheriting Money

Learn the essential steps to take after inheriting money, from understanding taxes to making wise investment choices for long-term financial stability.

2025-03-07T13:41:12-05:00By |Checklists, Estate Transition & Probate, Financial & Investment Planning|Comments Off on Steps to Take After Inheriting Money
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