Recent or Expected Death


Besides being extremely emotional and life altering for those left behind, a death has an array of legal, financial, and tax aspects associated with it. Practicing in this area of law for 30 years, our law firm offers compassion, knowledge, and experience to guide you and your family through this difficult time.

Expected Death

If death is expected soon, there may be time to quickly create estate documents or update existing ones as long as the person has the requisite mental capacity. Immediate action is required.

We are available to answer your questions.

Recent Death

It is highly recommended to employ a law firm experienced in estate administration matters as soon as possible for immediate counsel. When a person starts off on his or her own there could be action taken (innocently or intentionally) that is improper and possibly illegal which could render that person liable to the estate. Further, they may not even be the proper person to take action on behalf of the estate.

Initially there are many things to do:

  • Make arrangements for the disposition of the body per the decedent’s wishes.
  • Order a sufficient number of death certificates (they will be needed in dealing with banks, investment firms, etc.).
  • Safeguard the decedent’s assets.
  • Locate original will or trust.
  • Look for life insurance policies, financial and investment information, title documentation, and other asset information.
  • Begin a list of known creditors and bills that need to be paid.

This list is just the beginning phase. There are numerous issues to address, matters to complete and procedures to follow when properly administering a decedent’s estate. The IRS, state of California and possibly other states, the court system, creditors, and beneficiaries or heirs may all have interests in the estate. These interests must be dealt with and in compliance with all applicable laws.

Important

MOST IMPORTANTLY—Don’t take any action unless you have been advised to do so by a competent estate administration attorney.

Please give us a call!

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