On February 20, 2015

Wrapping up our blog series What to Do after Someone Dies: 10 Steps to Take after a Death, here, we will conclude our discussion by pointing out some of the additional things you likely need to do after a loved one passes away.

What to Do after Someone Dies: Additional Important Things to Do

8 – Appoint or step into the position of the personal representative

Regardless of whether a will is in place, a personal representative will have to be appointed to oversee the administration of the estate in question. If you are the best person to serve in this role, then it’s important to be officially appointed by the court so that you have the authority to protect and carry out your loved one’s final wishes.

If someone else is appointed as the personal representative (because he has been named as such by a will or you have declined the position), then make sure that you are generally aware of the fiduciary duties that this person owes to you (and the other beneficiaries) so that your interests are not compromised in the upcoming estate administration and/or probate process.

9 – Look for other important documents

If you need any guidance regarding what to do after someone dies, don’t hesitate to contact our Denver probate attorneys. We can help you.

If you need any guidance regarding what to do after someone dies, don’t hesitate to contact our Denver probate attorneys. We can help you.

In addition to gathering important estate planning documents like wills, other crucial documents to get together after a loved one passes away can include:

  • Property ownership titles
  • Marriage certificate(s)
  • Income tax documents
  • Insurance and pension documents
  • Military records and discharge papers
  • Bank statements and/or bond certificates
  • Business agreements, such as partnership or corporate agreements
  • Debt-related documents.

10 – Contact an attorney 

Clearly, when it comes to what to do after someone dies, there can be A LOT to do. While forgetting some of the steps discussed in this blog can lead to additional complications and costs in the upcoming estate administration and/or probate process, you can avoid such issues by retaining an experienced Denver estate administration attorney at JR Phillips & Associates, PC.

Our lawyers are dedicated to helping people navigate the complexities of the estate administration and probate process to save them time, money and stress while preserving what’s important to them.

Denver Estate Administration & Probate Attorneys at JR Phillips & Associates, PC

After a loved one passes away, you can turn to the Denver estate administration and probate lawyers at JR Phillips & Associates, PC for help with the next steps. We provide a thoughtful, comprehensive approach to our clients’ estate administration and probate needs, and we are dedicated to helping each of our clients and their families find the best solutions for them.

Let’s discuss your options during an initial consultation. To schedule this meeting, call us at (303) 741-2400 or email us using the contact form at the top of this page.

From our offices in Denver, we serve clients throughout the southwest and southeast Metro Area, including (but not limited to) people in Highlands Ranch, Littleton, Castle Rock, Parker, Aurora, Greenwood Village and Englewood.

Categories: Estate Administration, Probate, Trust Administration, Trustees, Executors & Fiduciaries