Settling an Estate Checklist: 17 Critical Steps at a Difficult Time Download Contents Settling an Estate 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. Settling an EstateSettling an Estate This checklist covers the important tasks involved with settling an estate in the months after a loved one has passed away. This material is distributed for informational purposes only. The investment ideas and expressions of opinion may contain certain forward-looking statements and should not be viewed as recommendations or personal investment advice, or considered an offer to buy or sell specific securities. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed. Our statements and opinions are subject to change without notice and should be considered only as part of a diversified portfolio. You may request a free copy of the firm’s Form ADV Part 2, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged. Past performance is not an indication of future returns. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional or licensed insurance professional regarding your specific legal or tax situation, or insurance needs. © 2022 Adviser Investments, LLC. All Rights Reserved. Contents Settling an Estate A Straightforward Guide to Settling an Estate 17 Critical Steps at a Difficult Time If the role of estate executorAn estate executor is responsible for administering your estate after your death, and has a fiduciary obligation to act in the best interests of your beneficiaries. Other titles for this role include estate administrator, personal representative or trustee (for trusts). 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. Find out how to manage unpleasant circumstances by reading or filing this checklist away now. Please complete the form to the right to receive this free, no-obligation document today! For more information, please call us at (800) 492-6868. Share with a friend: Download Settling an Estate Checklist: 17 Critical Steps at a Difficult Time Please confirm your complimentary portfolio review… No thanks, just show me the report Your report has been delivered! A copy of Settling an Estate Checklist: 17 Critical Steps at a Difficult Time was sent to the email address you provided. View Report Great! A personal portfolio manager will contact you shortly. Also, a copy of Settling an Estate Checklist: 17 Critical Steps at a Difficult Time has been sent to the email address you provided. View Report
Settling an Estate Checklist: 17 Critical Steps at a Difficult Time Download Contents Settling an Estate 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. Settling an EstateSettling an Estate This checklist covers the important tasks involved with settling an estate in the months after a loved one has passed away. This material is distributed for informational purposes only. The investment ideas and expressions of opinion may contain certain forward-looking statements and should not be viewed as recommendations or personal investment advice, or considered an offer to buy or sell specific securities. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed. Our statements and opinions are subject to change without notice and should be considered only as part of a diversified portfolio. You may request a free copy of the firm’s Form ADV Part 2, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged. Past performance is not an indication of future returns. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional or licensed insurance professional regarding your specific legal or tax situation, or insurance needs. © 2022 Adviser Investments, LLC. All Rights Reserved.