Broker Check

Request for: What Issues Should I Consider Before Closing the Estate?

If we are in charge of settling an Estate, then we need to make sure that everything is complete and taken care of before we close it.  This checklist can help make sure you don't miss any important considerations.

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

Being responsible for Settling an Estate is a big deal.  And most of us have never done it before!  This checklist will help making sure you take care of the things that are important, such as:

  • Is There Residual Income?
  • Any Outstanding Debt?
  • What About Accounts That Had Titling Issues?
  • Any Refundable Fee's from Continuing Care?
  • Other Beneficiaries' Concerns Not Addressed?
  • Digital Assets?
  • Final Tax Returns?
  • Documentation of Disbursements?

Please send me the Checklist: What Issues Should I Consider Before Closing the Estate?

Thank you!