SlideShare a Scribd company logo
AFTER A DEATH: WHAT
STEPS?
Bill Taylor
Northeast Area Community
Development Educator
After death:
Family, friends, attorney, personal
representative, others have many steps to
perform to legally close affairs of “decedent.”
Could take months to years depending on
complexity of estate.
Require navigating complex web of federal and
state laws.
REFERENCES
• PLANNING AHEAD; DIFFICULT DECISIONS
University of Wyoming Extension bulletin
series; September 2013; Aaron Lyttle, Cole
Ehmke, Mary Martin, Bill Taylor; available at
http://www.wyomingextension.org/publication
s and enter Lyttle as author
• Aaron Lyttle, attorney-at-law with
Long, Reimer, Winegar, Beppler
PERSONAL REPRESENTATIVE (PR)
• Person appointed by the court to administer
the affairs of the decedent’s estate
– Often named in the will and approved by the court
– Also known as “executor” or “administrator”

• These responsibilities would also be held by
a successor trustee of a revocable living trust
REPORT
To appropriate authorities, if not done by
institution or hospital staff
LOCATE INFORMATION
• Safe deposit box – locate key
– Bank may demand death certificate & court document
called “Letters Testamentary” giving PR right to open

• Locate original wills, trust documents, life
insurance policies, vehicle titles
• Locate decedent’s Social Security Number
• Locate all User Identification and Passwords
– Social media, merchants, email, domain names,
gaming, utilities, financial, banking, other
– Look in decedent’s bookmarks and browser history
MAIL
Re-route mail to PR or other location
CANCEL
• Cancel prepaid items – ask for refunds
– Magazine subscriptions, health
insurance, etc.
PROTECT ASSETS
•
•
•
•

Notify bank & credit card issuers
Change door locks
Remove valuable property to safe custody
Any other steps to keep estate intact until
distribution
• Move vehicles to storage
(It is surprising how many items begin to
disappear, even in well-meaning families.)
OTHER IMMEDIATE ISSUES
•
•
•
•

Arrange care for pets
Clean out refrigerator & freezer
Determine if property taxes were paid
Determine if there is adequate
homeowner’s insurance and all significant
items are adequately insured
PAYROLL
• Make final payments to domestic
help, nurses, caregivers, etc.
– PR may make severance payment from
estate as deemed appropriate
– If payments to employees or other help was
done in cash, seek professional help if
payments totaled more than $1000 to any
individual – employment taxes may need to
be paid and W-2 forms completed
HEIR INFORMATION
• Names, addresses, phone numbers, SSN
of all who will inherit
• If probate required:
– Notify all who would have inherited if there
had been no will
• Gather their names & addresses
• Spouse, children, grandchildren, etc.
• If no spouse or children:
– Parents, brothers, sisters (or nieces/nephews, etc. if
siblings deceased)
BENEFITS
• Return SS benefits paid for month of death
– Visit w/ SS representative 1st on this and other
potential benefits

• VA burial benefit
– May be available for a veteran
– Need death certificate & discharge papers
DEBTS
• List all debts
– Outstanding bills, charge cards, property
taxes, utilities, loans, leases, mortgages,
vehicles, alimony, etc.

• Publish notice in generally circulated
newspaper for 3 weeks
– Start time limit in which creditors have to file
claims
PROBATE
File petition w/ court to admit will to probate
or affidavit of summary distribution (if
available)
CREDITORS
• Allow 3 months from public notice for
creditors to file claim against estate
– PR compile & report to court
• Creditors have opportunity to object
SUPPORT
• Check whether Wyoming law provides
allowances to spouse and/or minor
children during probate
– Homestead & other exempt property
– Furniture & apparel
– Court-ordered support
SETTLE
• Settle all:
– Tax debts
– Creditor claims
– Final expenses
– Administration expenses
– Etc.
ACCOUNTS
• Close or manage:
– Online accounts and assets
– Social media, merchants, email, domain
names, gaming, utility, financial, banking, othe
r accounts
• Use IDs and passwords located earlier
REPORT
• File final report and accounting with court
after estate is settled
• If satisfied, court will release PR and close
estate

More Related Content

Viewers also liked

Elder Finances
Elder FinancesElder Finances
Elder Finances
Bill Taylor
 
Spending in the Dark
Spending in the DarkSpending in the Dark
Spending in the Dark
Bill Taylor
 
Introduction to Estate Planning
Introduction to Estate PlanningIntroduction to Estate Planning
Introduction to Estate Planning
Bill Taylor
 
Transfering Personal Property
Transfering Personal PropertyTransfering Personal Property
Transfering Personal Property
Bill Taylor
 
5th grade math cst review
5th grade math cst review5th grade math cst review
5th grade math cst review
Deb Kohler
 
Better Bylaws
Better BylawsBetter Bylaws
Better Bylaws
Bill Taylor
 
Board Evaluation
Board EvaluationBoard Evaluation
Board Evaluation
Bill Taylor
 

Viewers also liked (7)

Elder Finances
Elder FinancesElder Finances
Elder Finances
 
Spending in the Dark
Spending in the DarkSpending in the Dark
Spending in the Dark
 
Introduction to Estate Planning
Introduction to Estate PlanningIntroduction to Estate Planning
Introduction to Estate Planning
 
Transfering Personal Property
Transfering Personal PropertyTransfering Personal Property
Transfering Personal Property
 
5th grade math cst review
5th grade math cst review5th grade math cst review
5th grade math cst review
 
Better Bylaws
Better BylawsBetter Bylaws
Better Bylaws
 
Board Evaluation
Board EvaluationBoard Evaluation
Board Evaluation
 

Similar to After a Death

When A Loved One Dies
When A Loved One DiesWhen A Loved One Dies
When A Loved One Dies
barjes
 
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care PlanningHidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning
Melinda Merk
 
Nuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee TrainingNuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee Training
Suzanne M. Graves
 
Price and Kelway Wills and LPA's
Price and Kelway Wills and LPA'sPrice and Kelway Wills and LPA's
Price and Kelway Wills and LPA's
BNi Pembrokeshire
 
When A Loved One Dies
When A Loved One DiesWhen A Loved One Dies
When A Loved One Dies
Bill Hurlbut
 
executor checklist.pdf
executor checklist.pdfexecutor checklist.pdf
executor checklist.pdf
ChristopherBoyle33
 
Trust Administration: Prior Planning Prevents Problems
Trust Administration: Prior Planning Prevents Problems Trust Administration: Prior Planning Prevents Problems
Trust Administration: Prior Planning Prevents Problems
HayesLaw
 
Documentation needed to get a mortgage 2012
Documentation needed to get a mortgage   2012Documentation needed to get a mortgage   2012
Documentation needed to get a mortgage 2012
Tom Drasler
 
Basics of Estate Planning and Special Needs Trusts with special guest speaker...
Basics of Estate Planning and Special Needs Trusts with special guest speaker...Basics of Estate Planning and Special Needs Trusts with special guest speaker...
Basics of Estate Planning and Special Needs Trusts with special guest speaker...
mitoaction
 
What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...
What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...
What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...
Paul Saba
 
Estate Planning
Estate PlanningEstate Planning
Estate Planning
Receptionist Nell
 
Don Rudisuhle 2016_COVA_Presentation
Don Rudisuhle 2016_COVA_PresentationDon Rudisuhle 2016_COVA_Presentation
Don Rudisuhle 2016_COVA_Presentation
donrudiwyo
 
Don Rudisuhle's 2016 COVA Presentation
Don Rudisuhle's 2016 COVA PresentationDon Rudisuhle's 2016 COVA Presentation
Don Rudisuhle's 2016 COVA Presentation
Don Rudisuhle
 
HMCS Chicoutimi - Pre-Deployment Briefing - March 2017
HMCS Chicoutimi - Pre-Deployment Briefing - March 2017HMCS Chicoutimi - Pre-Deployment Briefing - March 2017
HMCS Chicoutimi - Pre-Deployment Briefing - March 2017
Esquimalt MFRC
 
Choosing Your Estate Personal Representative
Choosing Your Estate Personal RepresentativeChoosing Your Estate Personal Representative
Choosing Your Estate Personal Representative
Bill Taylor
 
HMCS Winnipeg Pre-Deployment Briefing
HMCS Winnipeg Pre-Deployment BriefingHMCS Winnipeg Pre-Deployment Briefing
HMCS Winnipeg Pre-Deployment Briefing
Esquimalt MFRC
 
Wills and Trusts in Alabama
Wills and Trusts in AlabamaWills and Trusts in Alabama
Wills and Trusts in Alabama
Janice [Jan] Neal
 
What is Professional Fiduciary?
What is  Professional Fiduciary?What is  Professional Fiduciary?
What is Professional Fiduciary?
GlennerCenters
 
PACE - Law Presentation: Estate Planning for a Business Owner
PACE - Law Presentation: Estate Planning for a Business OwnerPACE - Law Presentation: Estate Planning for a Business Owner
PACE - Law Presentation: Estate Planning for a Business Owner
1paramount
 
Setfords Feature Presentation
Setfords Feature PresentationSetfords Feature Presentation
Setfords Feature Presentation
Smart cow marketing
 

Similar to After a Death (20)

When A Loved One Dies
When A Loved One DiesWhen A Loved One Dies
When A Loved One Dies
 
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care PlanningHidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning
 
Nuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee TrainingNuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee Training
 
Price and Kelway Wills and LPA's
Price and Kelway Wills and LPA'sPrice and Kelway Wills and LPA's
Price and Kelway Wills and LPA's
 
When A Loved One Dies
When A Loved One DiesWhen A Loved One Dies
When A Loved One Dies
 
executor checklist.pdf
executor checklist.pdfexecutor checklist.pdf
executor checklist.pdf
 
Trust Administration: Prior Planning Prevents Problems
Trust Administration: Prior Planning Prevents Problems Trust Administration: Prior Planning Prevents Problems
Trust Administration: Prior Planning Prevents Problems
 
Documentation needed to get a mortgage 2012
Documentation needed to get a mortgage   2012Documentation needed to get a mortgage   2012
Documentation needed to get a mortgage 2012
 
Basics of Estate Planning and Special Needs Trusts with special guest speaker...
Basics of Estate Planning and Special Needs Trusts with special guest speaker...Basics of Estate Planning and Special Needs Trusts with special guest speaker...
Basics of Estate Planning and Special Needs Trusts with special guest speaker...
 
What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...
What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...
What Every Realtor Needs to Know about Estate Planning & Probate and Selling ...
 
Estate Planning
Estate PlanningEstate Planning
Estate Planning
 
Don Rudisuhle 2016_COVA_Presentation
Don Rudisuhle 2016_COVA_PresentationDon Rudisuhle 2016_COVA_Presentation
Don Rudisuhle 2016_COVA_Presentation
 
Don Rudisuhle's 2016 COVA Presentation
Don Rudisuhle's 2016 COVA PresentationDon Rudisuhle's 2016 COVA Presentation
Don Rudisuhle's 2016 COVA Presentation
 
HMCS Chicoutimi - Pre-Deployment Briefing - March 2017
HMCS Chicoutimi - Pre-Deployment Briefing - March 2017HMCS Chicoutimi - Pre-Deployment Briefing - March 2017
HMCS Chicoutimi - Pre-Deployment Briefing - March 2017
 
Choosing Your Estate Personal Representative
Choosing Your Estate Personal RepresentativeChoosing Your Estate Personal Representative
Choosing Your Estate Personal Representative
 
HMCS Winnipeg Pre-Deployment Briefing
HMCS Winnipeg Pre-Deployment BriefingHMCS Winnipeg Pre-Deployment Briefing
HMCS Winnipeg Pre-Deployment Briefing
 
Wills and Trusts in Alabama
Wills and Trusts in AlabamaWills and Trusts in Alabama
Wills and Trusts in Alabama
 
What is Professional Fiduciary?
What is  Professional Fiduciary?What is  Professional Fiduciary?
What is Professional Fiduciary?
 
PACE - Law Presentation: Estate Planning for a Business Owner
PACE - Law Presentation: Estate Planning for a Business OwnerPACE - Law Presentation: Estate Planning for a Business Owner
PACE - Law Presentation: Estate Planning for a Business Owner
 
Setfords Feature Presentation
Setfords Feature PresentationSetfords Feature Presentation
Setfords Feature Presentation
 

More from Bill Taylor

Kids and summer jobs
Kids and summer jobsKids and summer jobs
Kids and summer jobs
Bill Taylor
 
Choosing your personal representative
Choosing your personal representativeChoosing your personal representative
Choosing your personal representative
Bill Taylor
 
Where are you going?
Where are you going?Where are you going?
Where are you going?
Bill Taylor
 
Consumer Fraud
Consumer FraudConsumer Fraud
Consumer Fraud
Bill Taylor
 
Strong facilitation
Strong facilitationStrong facilitation
Strong facilitation
Bill Taylor
 
Strategic planning
Strategic planningStrategic planning
Strategic planning
Bill Taylor
 
Difficult Conversations
Difficult ConversationsDifficult Conversations
Difficult Conversations
Bill Taylor
 
Wyoming Open Meetings Law
Wyoming Open Meetings LawWyoming Open Meetings Law
Wyoming Open Meetings Law
Bill Taylor
 
Board Recruitment and Diversity
Board Recruitment and DiversityBoard Recruitment and Diversity
Board Recruitment and Diversity
Bill Taylor
 
Conflict Management
Conflict  ManagementConflict  Management
Conflict Management
Bill Taylor
 
Water Wise Gardening
Water Wise GardeningWater Wise Gardening
Water Wise Gardening
Bill Taylor
 
Turf Management
Turf ManagementTurf Management
Turf Management
Bill Taylor
 
Garden Prep/Planting
Garden Prep/PlantingGarden Prep/Planting
Garden Prep/Planting
Bill Taylor
 
Garden Pathology/Pests
Garden Pathology/PestsGarden Pathology/Pests
Garden Pathology/Pests
Bill Taylor
 
Garden Soils
Garden SoilsGarden Soils
Garden Soils
Bill Taylor
 
Garden Harvesting/Winterizing
Garden Harvesting/WinterizingGarden Harvesting/Winterizing
Garden Harvesting/Winterizing
Bill Taylor
 
Basic Landscaping
Basic LandscapingBasic Landscaping
Basic Landscaping
Bill Taylor
 
Facilitation
FacilitationFacilitation
Facilitation
Bill Taylor
 
Marketing
MarketingMarketing
Marketing
Bill Taylor
 
Business Start-Up
Business Start-UpBusiness Start-Up
Business Start-Up
Bill Taylor
 

More from Bill Taylor (20)

Kids and summer jobs
Kids and summer jobsKids and summer jobs
Kids and summer jobs
 
Choosing your personal representative
Choosing your personal representativeChoosing your personal representative
Choosing your personal representative
 
Where are you going?
Where are you going?Where are you going?
Where are you going?
 
Consumer Fraud
Consumer FraudConsumer Fraud
Consumer Fraud
 
Strong facilitation
Strong facilitationStrong facilitation
Strong facilitation
 
Strategic planning
Strategic planningStrategic planning
Strategic planning
 
Difficult Conversations
Difficult ConversationsDifficult Conversations
Difficult Conversations
 
Wyoming Open Meetings Law
Wyoming Open Meetings LawWyoming Open Meetings Law
Wyoming Open Meetings Law
 
Board Recruitment and Diversity
Board Recruitment and DiversityBoard Recruitment and Diversity
Board Recruitment and Diversity
 
Conflict Management
Conflict  ManagementConflict  Management
Conflict Management
 
Water Wise Gardening
Water Wise GardeningWater Wise Gardening
Water Wise Gardening
 
Turf Management
Turf ManagementTurf Management
Turf Management
 
Garden Prep/Planting
Garden Prep/PlantingGarden Prep/Planting
Garden Prep/Planting
 
Garden Pathology/Pests
Garden Pathology/PestsGarden Pathology/Pests
Garden Pathology/Pests
 
Garden Soils
Garden SoilsGarden Soils
Garden Soils
 
Garden Harvesting/Winterizing
Garden Harvesting/WinterizingGarden Harvesting/Winterizing
Garden Harvesting/Winterizing
 
Basic Landscaping
Basic LandscapingBasic Landscaping
Basic Landscaping
 
Facilitation
FacilitationFacilitation
Facilitation
 
Marketing
MarketingMarketing
Marketing
 
Business Start-Up
Business Start-UpBusiness Start-Up
Business Start-Up
 

Recently uploaded

TALENT ACQUISITION AND MANAGEMENT LECTURE 5
TALENT ACQUISITION AND MANAGEMENT LECTURE 5TALENT ACQUISITION AND MANAGEMENT LECTURE 5
TALENT ACQUISITION AND MANAGEMENT LECTURE 5
projectseasy
 
United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...
United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...
United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...
Newman George Leech
 
EN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdf
EN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdfEN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdf
EN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdf
ivanparu86
 
Data Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and TemplatesData Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and Templates
Aurelien Domont, MBA
 
Retail Store Scavenger Hunt powerpoint slides
Retail Store Scavenger Hunt powerpoint slidesRetail Store Scavenger Hunt powerpoint slides
Retail Store Scavenger Hunt powerpoint slides
JairSemexant
 
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
dimplekumaridk322
 
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
projectseasy
 
Movers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In DubaiMovers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In Dubai
imranmalik114455
 
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
emmanuelpulido003
 
The Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdfThe Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdf
David Thomson
 
How to buy a fake Keiser University diploma
How to buy a fake Keiser University diplomaHow to buy a fake Keiser University diploma
How to buy a fake Keiser University diploma
College diploma
 
A Complete Guide of Dubai Freelance Visa and Permit in 2024
A Complete Guide of Dubai Freelance Visa and Permit in 2024A Complete Guide of Dubai Freelance Visa and Permit in 2024
A Complete Guide of Dubai Freelance Visa and Permit in 2024
Dubiz
 
STEPIC Innovations 2026 futurism publications
STEPIC Innovations 2026 futurism publicationsSTEPIC Innovations 2026 futurism publications
STEPIC Innovations 2026 futurism publications
mcynthus
 
Path to the next normal collection McKinsey
Path to the next normal collection McKinseyPath to the next normal collection McKinsey
Path to the next normal collection McKinsey
MajIman2
 
TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...
TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...
TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...
kevinkariuki227
 
Top Digital Marketing Strategy in 2024.pdf
Top Digital Marketing Strategy in 2024.pdfTop Digital Marketing Strategy in 2024.pdf
Top Digital Marketing Strategy in 2024.pdf
Top IT Marketing
 
Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...
Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...
Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...
grouphirani24
 
Business Model Canvas for Successful Business
Business Model Canvas for Successful BusinessBusiness Model Canvas for Successful Business
Business Model Canvas for Successful Business
SuganthiPrakash1
 
10 Barriers to Effective Communications.
10 Barriers to Effective Communications.10 Barriers to Effective Communications.
10 Barriers to Effective Communications.
Cora335316
 
upGrad_Case_Study_by_Himanshu_Singh.pptx
upGrad_Case_Study_by_Himanshu_Singh.pptxupGrad_Case_Study_by_Himanshu_Singh.pptx
upGrad_Case_Study_by_Himanshu_Singh.pptx
himanshubclubofgsv
 

Recently uploaded (20)

TALENT ACQUISITION AND MANAGEMENT LECTURE 5
TALENT ACQUISITION AND MANAGEMENT LECTURE 5TALENT ACQUISITION AND MANAGEMENT LECTURE 5
TALENT ACQUISITION AND MANAGEMENT LECTURE 5
 
United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...
United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...
United Kingdom's Real Estate Mogul: Newman George Leech's Impact on the Swiss...
 
EN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdf
EN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdfEN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdf
EN_Chinese-Automotive-in-SEA-Vero-White-Paper_2023.pdf
 
Data Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and TemplatesData Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and Templates
 
Retail Store Scavenger Hunt powerpoint slides
Retail Store Scavenger Hunt powerpoint slidesRetail Store Scavenger Hunt powerpoint slides
Retail Store Scavenger Hunt powerpoint slides
 
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
 
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
 
Movers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In DubaiMovers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In Dubai
 
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
 
The Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdfThe Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdf
 
How to buy a fake Keiser University diploma
How to buy a fake Keiser University diplomaHow to buy a fake Keiser University diploma
How to buy a fake Keiser University diploma
 
A Complete Guide of Dubai Freelance Visa and Permit in 2024
A Complete Guide of Dubai Freelance Visa and Permit in 2024A Complete Guide of Dubai Freelance Visa and Permit in 2024
A Complete Guide of Dubai Freelance Visa and Permit in 2024
 
STEPIC Innovations 2026 futurism publications
STEPIC Innovations 2026 futurism publicationsSTEPIC Innovations 2026 futurism publications
STEPIC Innovations 2026 futurism publications
 
Path to the next normal collection McKinsey
Path to the next normal collection McKinseyPath to the next normal collection McKinsey
Path to the next normal collection McKinsey
 
TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...
TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...
TEST BANK For Auditing & Assurance Services A Systematic Approach, 12th Editi...
 
Top Digital Marketing Strategy in 2024.pdf
Top Digital Marketing Strategy in 2024.pdfTop Digital Marketing Strategy in 2024.pdf
Top Digital Marketing Strategy in 2024.pdf
 
Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...
Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...
Why is Structural Engineering Critical in Disaster Preparedness and Resilienc...
 
Business Model Canvas for Successful Business
Business Model Canvas for Successful BusinessBusiness Model Canvas for Successful Business
Business Model Canvas for Successful Business
 
10 Barriers to Effective Communications.
10 Barriers to Effective Communications.10 Barriers to Effective Communications.
10 Barriers to Effective Communications.
 
upGrad_Case_Study_by_Himanshu_Singh.pptx
upGrad_Case_Study_by_Himanshu_Singh.pptxupGrad_Case_Study_by_Himanshu_Singh.pptx
upGrad_Case_Study_by_Himanshu_Singh.pptx
 

After a Death

  • 1. AFTER A DEATH: WHAT STEPS? Bill Taylor Northeast Area Community Development Educator
  • 2. After death: Family, friends, attorney, personal representative, others have many steps to perform to legally close affairs of “decedent.” Could take months to years depending on complexity of estate. Require navigating complex web of federal and state laws.
  • 3. REFERENCES • PLANNING AHEAD; DIFFICULT DECISIONS University of Wyoming Extension bulletin series; September 2013; Aaron Lyttle, Cole Ehmke, Mary Martin, Bill Taylor; available at http://www.wyomingextension.org/publication s and enter Lyttle as author • Aaron Lyttle, attorney-at-law with Long, Reimer, Winegar, Beppler
  • 4. PERSONAL REPRESENTATIVE (PR) • Person appointed by the court to administer the affairs of the decedent’s estate – Often named in the will and approved by the court – Also known as “executor” or “administrator” • These responsibilities would also be held by a successor trustee of a revocable living trust
  • 5. REPORT To appropriate authorities, if not done by institution or hospital staff
  • 6. LOCATE INFORMATION • Safe deposit box – locate key – Bank may demand death certificate & court document called “Letters Testamentary” giving PR right to open • Locate original wills, trust documents, life insurance policies, vehicle titles • Locate decedent’s Social Security Number • Locate all User Identification and Passwords – Social media, merchants, email, domain names, gaming, utilities, financial, banking, other – Look in decedent’s bookmarks and browser history
  • 7. MAIL Re-route mail to PR or other location
  • 8. CANCEL • Cancel prepaid items – ask for refunds – Magazine subscriptions, health insurance, etc.
  • 9. PROTECT ASSETS • • • • Notify bank & credit card issuers Change door locks Remove valuable property to safe custody Any other steps to keep estate intact until distribution • Move vehicles to storage (It is surprising how many items begin to disappear, even in well-meaning families.)
  • 10. OTHER IMMEDIATE ISSUES • • • • Arrange care for pets Clean out refrigerator & freezer Determine if property taxes were paid Determine if there is adequate homeowner’s insurance and all significant items are adequately insured
  • 11. PAYROLL • Make final payments to domestic help, nurses, caregivers, etc. – PR may make severance payment from estate as deemed appropriate – If payments to employees or other help was done in cash, seek professional help if payments totaled more than $1000 to any individual – employment taxes may need to be paid and W-2 forms completed
  • 12. HEIR INFORMATION • Names, addresses, phone numbers, SSN of all who will inherit • If probate required: – Notify all who would have inherited if there had been no will • Gather their names & addresses • Spouse, children, grandchildren, etc. • If no spouse or children: – Parents, brothers, sisters (or nieces/nephews, etc. if siblings deceased)
  • 13. BENEFITS • Return SS benefits paid for month of death – Visit w/ SS representative 1st on this and other potential benefits • VA burial benefit – May be available for a veteran – Need death certificate & discharge papers
  • 14. DEBTS • List all debts – Outstanding bills, charge cards, property taxes, utilities, loans, leases, mortgages, vehicles, alimony, etc. • Publish notice in generally circulated newspaper for 3 weeks – Start time limit in which creditors have to file claims
  • 15. PROBATE File petition w/ court to admit will to probate or affidavit of summary distribution (if available)
  • 16. CREDITORS • Allow 3 months from public notice for creditors to file claim against estate – PR compile & report to court • Creditors have opportunity to object
  • 17. SUPPORT • Check whether Wyoming law provides allowances to spouse and/or minor children during probate – Homestead & other exempt property – Furniture & apparel – Court-ordered support
  • 18. SETTLE • Settle all: – Tax debts – Creditor claims – Final expenses – Administration expenses – Etc.
  • 19. ACCOUNTS • Close or manage: – Online accounts and assets – Social media, merchants, email, domain names, gaming, utility, financial, banking, othe r accounts • Use IDs and passwords located earlier
  • 20. REPORT • File final report and accounting with court after estate is settled • If satisfied, court will release PR and close estate