Benefits, insurance & accounts
Life insurance and retirement accounts pay the named beneficiary, but only once someone files a claim. One call to Social Security reports the death and starts any benefits. Make one list of every account and bill, then work through it with a death certificate. Their final tax return is usually due next April.
Trusted partner
Sunset
At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.
Trusted partner
EstateExec
Step-by-step software that guides you through settling an estate, with built-in estate accounting.
Not sure where to start?
We'll help you figure out what to do next, with a personalized plan and someone there to support you.