Estate Support

The following documents are meant to serve as guides to help a surviving spouse handle those personal and legal details specific to their situation.  They can be used separately or together. 

 

 

Estate Checklist:

Often times we hear about surviving spouses/family members who have not been kept in the loop about where documents are kept, important contact information, how to operate and care for systems in the home, etc.

 

Determine what you don’t know and find out the needed information sooner rather than later.  This document is meant to assist you in this process.   See instructions on the top of the first page.

To download document click here

 

 

Steps to Take Following the Death of A Spouse:

This is intended to serve as a reminder of some steps you may need to take when your spouse dies. You might also use the Estate Checklist in conjunction with this document to see if there are any others who need to be contacted.

To download document click here