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Resources
What To Do When a Loved
One Dies Handbook
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In this handout, we will guide you on what to do and what financial and legal steps you should take when a loved one or a family member dies. From notifying immediate family and relatives, handling the Estate, down to closing all accounts and paying off all creditors.
Basic Manual for Estate Planning, Probate and Administration
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This handout is intended to guide, educate, and support you in all estate-related matters. The document covers the topics you need to know and will help you understand the procedures involved in estate planning, probate, and administration fundamentals.
Heirs Determination Worksheet
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When a loved one dies, it's crucial to consider who might be a potential heir to their estate. Using this form, you may quickly determine who the legal heirs are.
Estate Checklists For Personal Representative
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These are checklists designed for personal representatives to use while handling the administration of the estate of a loved one who has passed away.