The first months
Handle their business or side income
If they owned a business, was self-employed, or had a side operation, it needs its own attention. Contact business partners, key employees, and their accountant. The business may need to be sold, transferred, or wound down; each option has legal and tax implications.
What you'll need
- Business documents, like an operating or partnership agreement
- Their accountant's contact information

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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