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What to do when a loved one dies front page 2

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.



Estate Planning, Probate and Administration Front Page 1Basic 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 Front Page2

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.