Next Steps for Beneficiaries

Beneficiary Checklist (PDF)
A list of everything you need in the event of a loved one's death.

What To Do First
While it might be tempting to throw things out, you can't be sure what papers might prove to be important later on.

Within the First Month
Not every survivor needs an attorney, but a good probate lawyer can solve many problems and handle many headaches more easily than you can alone.

During the First Few Months
After a death, you may need to transfer ownership or change the title on property, or modify documents.

Three to Six Months
Depending on how involved you'll be with settling the estate, you may want to find a tax accountant to help you coordinate your efforts with your attorney.

By Month Nine
If you are involved in settling an estate, there are usually only a few details left by this time.