Elder Law Attorney Sarasota | First Steps to Settling Your Loved One’s Estate

Elder Law Attorney Sarasota

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Navigating the death of a loved one is always difficult whether it’s the first time you’ve lost someone, or something you have experienced before. If the person you lost had used an elder law attorney Sarasota resident’s recommended, settling the estate should be smooth sailing. However, there are some responsibilities you will have to help make the process easier for yourself or the executor of the estate.

  1. Start a Grapevine- Letting people know that someone is deceased is very difficult. The news usually comes with many questions you might not want to discuss repeatedly. Tell a few close friends and relatives the news and give them a contact list. Ask them to help you contact everyone else so you can focus on the next steps.
  2. Inform Institutional Authorities- The next step includes contacting the elder law attorney Sarasota loved one’s trust to help plan their end-of-life affairs. The lawyer can help you make a list of who to contact including banks, social security, insurance companies, credit card companies, personal loan companies, title or lien holders, mortgage companies, stockbrokers, and more.
  3. Getting the Death Certificate- The financial and government institutions listed above will all want a death certificate to verify the death and freeze accounts. Obtaining the death certificate is done through the department of health. You will need the cause of death and the social security number of the deceased, as well as proof of relationship.
  4. Settling the Estate- A strong elder law attorney Sarasota residents trust is the best way to settle an estate quickly. Your loved one may already have an attorney for the estate which should be listed on their will. If you cannot locate an attorney your loved one used, you will need to find an experienced estate attorney or elder law attorney to help you with the legal process.

Death is never easy but with the help of professionals who navigate end-of-life processes every day, the experience can be a little smoother. Time is of the essence in many of these processes however, so make sure to get connected with an elder law attorney as soon as possible.

If you need an elder law attorney in Sarasota, call the Law Office of Kimberly K. Muenter at 813-856-3489.