Settling an Estate... Simplified.
Resources
Settling an Estate... Simplified.
Resources
Steps in Settling an Estate
People to Contact Organizations to Contact
Family Attorney
Life Insurance Agent
Trust Officer
Deceased’s Employer
Accountant
Social Security
Deceased’s member Organization
Veteran’s Administration
Civil Service Commission
Papers & Documents You May Need
The Will
Life Insurance Policies (Life, Accident And Sickness, Health, General)
Business Agreements
Bank Books
Stocks/Bonds Or Certificates
Notes Receivable/Notes Payable
Security Certificates
Real Estate Deeds
Income Tax Returns
W-2 Form
Social Security Number
Marriage/Birth Certificates
Military Discharge Papers
Veterans’ Administration Claim Number
Automobile Registration
Installment Payment Books
Letter Of Administration/Guardianship
Beneficiary Checklist
Family Attorney
Life Insurance Representative
Trust Officer
Deceased’s Employer
Accountant
Social Security Administration
Veteran’s Administration
Civil Service Commission
Deceased’s Member Organizations
Obtain Death Certificate
Obtain Birth Certificate
Obtain Marriage Certificate
Obtain Will And Trust Agreements
Obtain Letter Of Administration/Guardianship
Obtain Current Bills
Sample Letters
Family Attorney
Trust Officer
Accountant
Deceased’s Member Organization
Civil Service Commission
How to Qualify Professionals
People to Contact Organizations to Contact
Papers & Documents You May Need
Beneficiary Checklist
Sample Letters
How to Qualify Professionals
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Get expert advice, helpful tips, and the latest updates on estate settlements delivered straight to your inbox.
Whether you're starting the process or need ongoing guidance, our newsletter has everything you need to make informed decisions and simplify the journey. Subscribe now and stay connected!
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Settling Estates, Simplified:
Your Single Source for Seamless Solutions.
One site, one point of contact to find help with
all of the details required to settle an estate.
© Copyright 2024 All Right Reserved Nancy Hicks
Settling Estates, Simplified:
Your Single Source for Seamless Solutions.
One site, one point of contact to find help with
all of the details required to settle an estate.
© Copyright 2024 All Right Reserved Nancy Hicks