There are numerous tasks that must be completed upon death - notices to beneficiaries and creditors, filing the will, locating the decedent's assets, filing income tax returns, removing decedent's name from title(s), securing life insurance and other death benefits - the list goes on and on.
To begin the Estate Settlement process you will first need to complete the Estate Settlement packet (found below). Once completed, return to Legacy Legal Services by emailing firstname.lastname@example.org along with a copy of the decedent's death certificate as well as the most recently recorded deed for any properties owned, if applicable. Please note, it is important to only send copies of legal documents, never the originals -- originals may not be returned to you.
Once returned, our legal team will review the packet. Following this, you will receive an email which will include an invoice detailing the documents you will need along with the total fee. Please note that the cost of estate settlement can fluctuate depending upon the complexity of the estate. We will include in your documents an invoice showing payment(s) made to us. This is important to keep for your accounting records. As Successor Trustee, you are permitted to reimburse yourself for the payment made for deathcare documents.
*Please note that if original copies of deeds or death certificates are mailed into our offices we will not return them.
**If a Grantor has died then the Surviving Spouse or Successor Trustee should contact us immediately.