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What to Do When an Elderly Parent or Spouse Dies
Manage episode 407219221 series 3558878
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In this episode we will go through a process that will help you figure out what to do when an elderly parent or a spouse dies.
This is especially useful if you are the named executor of an estate, or trustee or successor trustee of a trust for the deceased since you will be the one who will aid in determining and/or delivering on their wishes.
More specifically, I discuss:
- What immediate tasks must be done when an elderly parent or spouse dies?
- What important documents to look for when organizing an estate
- What people and organizations to reach out to and why
- What is probate and is it required?
- How does a trust work when settling an estate?
- General guidance on what the process of distributing an estate looks like
For more information and resources, visit the show notes at https://retiredishpodcast.com/13
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