Do find their original Last Will and Testament and keep it in a safe place.
Do check the Will for any funeral or burial instructions.
Do secure property — make sure valuable property is in a secure location.
Don’t distribute any of the decedent’s property — even if the Will says they get something.
Do grieve — rarely do you need to rush to an attorney’s office the day after a loved one dies. Grieve, then set an appointment to see an attorney and discuss what needs to be done.
Don’t pay any of the decedent’s bills or debts. Probate Court allows for a process for any debts your loved one owed to be paid — if there is enough money in his or her estate to pay those bills.
Do keep receipts for burial or funeral expenses you pay.
Do notify employers, retirement administrators, banks or investment accounts of the death. Also, notify creditors and utilities. The Social Security Administration is usually notified by the funeral home.
Don’t assume the house or car are automatically covered by insurance. Many policies have restrictions for vacant homes or others driving a car owned by the decedent.
Do file and collect insurance claims as applicable — life, medical, health, disability, travel, accident, homeowners, car, and/or credit.
Do locate and secure military records, if applicable.
Do locate and secure recent income tax returns.
Do compile a list of heirs, next of kin and beneficiaries named in the Will.
Do make copies of marriage and birth certificates.
Are you in Louisville, KY and in need of legal counsel? Contact O’Bryan and O’Bryan Law today.
Finding and retaining an attorney who meets your legal needs is an important decision. At O’Bryan & O’Bryan, a Louisville, Kentucky law firm, our attorneys have been meeting clients’ needs since 1965.
4710 Dixie Highway Louisville, KY 40216 (1 mile South of the Watterson Expressway.)