Notify the decedent's prior employers of the death, inquire as to any orphaned retirement accounts, unpaid compensation, unpaid employee benefits, or survivor’s benefits.
Prepare deed(s) for sale or distribution of real property owned by the estate. Note that additional fees may apply for properties located in the following states: CA, HI, IL, LA, MA, MD, NY, WA
If making a 645 election, file IRS Form 8855. Lawyer will review form before filing.
Obtain life insurance form 712s from policy carrier. Price is per policy/provider request.
Request life insurance payout(s).
Notify each collections agency of the death, get a final balance, and request any late fees be waived.
Notify the credit card companies of the death, get a final balance, and request any late fees be waived.
Close out or transfer annuities.
Close out or transfer bank accounts.
Close out or transfer bonds.
Close out or transfer any investment/brokerage accounts.
Close out or transfer any magazine subscriptions.
Close out or transfer outright stock.
Retirement Accounts/Pensions
Close out or transfer any retirement accounts or pensions.
Close out or memorialize social media accounts.
Close out or transfer utilities.