Locate authoritative documents
The will, death certificate process, property records and account information may be needed at different stages.
Identify legal authority
Do not assume a family relationship alone authorizes someone to access accounts or dispose of property.
Preserve records
Keep invoices, correspondence and estate-related receipts organized from the beginning.
Use local probate and tax guidance
Court, tax and estate-administration requirements differ and can change.
This page provides general educational information. For a real agreement, dispute, court filing, estate matter, debt problem or authorization document, check the current rules that apply where you live and obtain qualified advice when the consequences are significant.