My spouse died. What do I do next?
Losing a spouse is an incredibly painful experience. Amid the grief and heartache, it can be overwhelming to think about the practical steps that need to be taken. This guide is designed to walk you through the necessary actions step by step in the Probate process, so you can focus on healing while knowing that things are being handled properly.
Locate any estate planning documents, financial statements and life insurance policies.
Gather identification documents, such as Social Security card, birth certificate and marriage license.
Obtain the death certificate - the funeral home will assist you with this.
File claims with any life insurance policies. You will need the death certificate for this.
Contact Social Security to apply for any survivor benefits. If your husband or wife was a veteran, contact the Department of Veterans Affairs for benefits.
Transfer investment accounts to the named beneficiaries.
Obtain necessary Probate documents needed to open an estate - in Connecticut, Probate must be opened within thirty (30) days of a person’s date of death.
Work with a Probate attorney to understand the Probate process. As the executor, or administrator, you must be the one to sign the documents but a knowledgeable Probate attorney can prepare all of the documents for you and assist with administration of your husband or wife’s estate. A Probate attorney can also help you manage property transfers and business interests, if applicable.
Update YOUR estate planning documents. Now is the time to make changes and update.
Handling the practical and legal tasks after your spouse's passing is challenging, but it’s important to take it step by step. Prioritize what needs immediate attention, and don’t hesitate to seek help from professionals like Probate attorneys and financial advisors.
Smith Law Group offers compassionate and experienced guidance in navigating the probate process and managing related legal affairs. Reach out to us today for a consultation.