The first weeks
Get a full picture of all financial accounts
Gather statements from every bank, brokerage, retirement account, and credit card that shows their name. Check their email inbox and paper mail for at least a month. Their financial advisor, if they had one, often has a full picture and can save you weeks of digging.
What you'll need
- Their mail, email, and recent tax returns
Get help with this
Why we recommend Sunset
Sunset searches for accounts and policies in their name, at no charge.
Trusted partner
Sunset
At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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