The next few weeks

Take inventory of the estate's assets

List everything they owned individually (not jointly): bank accounts, investments, real estate, vehicles, valuables, business interests, and personal property of significant value. Note approximate value and where the item or account is held. The court will want a formal inventory later.

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Why we recommend Sunset

Sunset can find accounts and policies in their name you may not know about, at no charge, and EstateExec helps you build the inventory.

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Sunset

At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.

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Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.

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