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The loss of a loved one is emotionally overwhelming, made even more difficult by the sheer number of issues that will need your attention. John Bach, an estate and real estate attorney in Goshen, knows how confusing this experience can be when you're trying to mourn. 

When your loved one has passed away, he recommends:

create a will

  • Obtaining Death Certificates: Financial institutions, service providers, the court, and many other entities will require original copies of the death certificate. You may be able to obtain them from the funeral home. If not, you'll need to call your state's Office of Vital Statistics.
  • Probating The Estate: If you were named the executor of the will, you may want to find an estate lawyer to help you through the process. If your loved one didn't create a will before they died, the court will divide up the assets according to a state-mandated formula.
  • Handling The Finances: You'll need to notify any financial institutions where your family member had savings accounts as well as any insurance companies where your loved one had a life insurance policy. Each of these will require a death certificate and letters testamentary providing that you're empowered to handle the estate.
  • Canceling Accounts: If no one is living in the decedent's home, you'll want to cut off the phone, television, and other accounts, as well as the utilities. Don't forget to review credit card statements to find other monthly charges like gym or club memberships.

John Bach has over 40 years of experience helping families throughout the area navigate this difficult time. Whether you've been named the executor of a will or want to create a living trust, he can help make this experience as smooth as possible. Visit his website to learn more, or call (845) 294-7941 to schedule a consultation today.

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