Estate Planning After the Loss of a Loved One

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When settling the estate of a recently deceased loved one, there are three key steps you need to take.

In the unfortunate event of the loss of a loved one, what steps do you need to take to handle their estate?

According to Reba Birmingham of Long Beach Law, since it’s possible you might not be thinking clearly at the time of said loved one’s death, the first step is to capture documents that might be important later and throw them into a folder. This includes bank and stock statements and any deeds that might be lying around the house.

After that, you have to wait. You have to grieve—there will be family members to notify and a memorial to put on. These things take time. It also takes time to get the death certificate, which is the key to opening up some of those bank accounts and insurance claims.

See an attorney that practices regularly in estate planning and trust administration or probate.

Next, see a professional. See an attorney that regularly practices in estate planning and trust administration or probate.

If you have any questions for Reba, you can call her at (562) 621-6300 or visit her firm’s website at If you have any questions for me, feel free to give me a call or shoot me an email. I look forward to hearing from you.

33 episodes available. A new episode about every 30 days .