The First Week After a Death
After the initial days, it’s time to confirm roles, organize documents and understand the estate process. Here are the steps to focus on during the first week.
Confirm Who Has Authority
Identify who is legally in charge of the estate.
Notify Important Institutions
Contact banks, insurance and Social Security.
Locate Key Documents
Gather the will, trust and financial records.
Understand the Estate
Determine if probate or a trust is involved.
Obtain Death Certificates
Order multiple certified copies for banks and agencies.
Avoid Early Distribution
Wait before dividing assets among family.
When Professional Guidance Helps
We can assist with:
Reviewing the estate plan
Settling probate or trust matters
Explaining your responsibilities