Financial Matters to Consider

• Bank/Credit Union Accounts, Safe Deposit Boxes
  May hold monetary funds, important documents, or valuables that need to be accessed and closed or transferred.
• Credit Card Accounts
  Important to notify creditors, settle any balances, and prevent identity theft.
• Pension/Retirement Accounts
  May provide survivor benefits or require withdrawals, distributions or transfer of funds(401k, IRA, etc).
• Investment Accounts (contact financial advisor if applicable)
  Includes stocks, bonds, or brokerage funds that may need to be transferred or liquidated.
• Outstanding Debt (mortgage, loans, bills)
  Critical to identify and address any liabilities to prevent collection issues or legal complications.
• File final Tax Returns
  Legally required to settle the deceased's estate and determine any tax liabilities or refunds.
• Check for Unclaimed Property or Benefits
  Helps discover forgotten or unclaimed assets held by the state or other institutions.
  CLICK HERE TO CHECK ONLINE.
• Secure Any Valuables
  Prevents theft or loss of personal or sentimental items during estate proceedings.

INFORMATION PROVIDED ON THIS PAGE DOES NOT CONSTITUTE LEGAL, FINANCIAL, OR TAX ADVICE. PLEASE CONSULT A LICENSED PROFESSIONAL.