Table of Contents chevron_rightIntroduction chevron_rightChecklist chevron_rightGlossary Home Guides & Resources chevron_right Financial Planning chevron_right Estate Planning Special Report Settling an Estate Checklist: 17 Critical Steps at a Difficult Time April 29, 2022 Table of Contents Introduction Checklist Glossary If the role of estate executor is in your future or you’re putting your affairs in order, then our Settling an Estate Checklist will guide you one task at a time. Drawing upon Adviser Investments’ decades of experience, our checklist includes a glossary of key terms and identifies 17 steps for settling an estate, including: Pursing probate actions. Locating death benefit sources. Inventorying key assets. Hiring specialized professionals, (e.g., an appraiser). Obtaining required documents for filing survivor benefits. Managing an estate’s priorities (i.e., maintain insurance policies). Our checklist won’t ease your grief; however, it’ll make a difficult time a lot easier. It also answers a key question: How do you settle an estate? The short answer is—one step at a time. Unlock Access to the Full Article
Home Guides & Resources chevron_right Financial Planning chevron_right Estate Planning Special Report Settling an Estate Checklist: 17 Critical Steps at a Difficult Time April 29, 2022 Table of Contents Introduction Checklist Glossary If the role of estate executor is in your future or you’re putting your affairs in order, then our Settling an Estate Checklist will guide you one task at a time. Drawing upon Adviser Investments’ decades of experience, our checklist includes a glossary of key terms and identifies 17 steps for settling an estate, including: Pursing probate actions. Locating death benefit sources. Inventorying key assets. Hiring specialized professionals, (e.g., an appraiser). Obtaining required documents for filing survivor benefits. Managing an estate’s priorities (i.e., maintain insurance policies). Our checklist won’t ease your grief; however, it’ll make a difficult time a lot easier. It also answers a key question: How do you settle an estate? The short answer is—one step at a time. Unlock Access to the Full Article