There are numerous tasks that must be completed upon death – notices to beneficiaries and creditors, filing the will, locating the decedent’s assets, filing income tax returns, removing decedent’s name from title(s), securing life insurance and other death benefits – the list goes on and on. You can begin by logging into the portal for those who are the successor trustee or the power of attorney and going to the assets tab to be able to locate the assets and gather information for filing the final tax return. Feel free to call us should you need help!

**If a Grantor has died then the Surviving Spouse or Successor Trustee should contact us immediately.