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?