Show Notes

Fun Times with Dad: Nolan helped me a little bit while working on a problem with our dryer.

Death is not a fun topic to discuss. It’s not enjoyable to consider the death of your spouse or leaving your spouse behind. However, it can be very helpful to your spouse to have everything in order in case you do die unexpectedly. Dealing with death is bad enough without having a plan in place. Being prepared, just in case, is a way you can honor your spouse.

Checklist for Settling an Estate

  1. Collect Important Papers
    • Death Certficate
    • Insurance policies
    • Marriage license
    • Birth certificates
    • Last Will or Testament
    • SSNs
    • Recent Tax Returns
  2. Contact an Attorney
  3. File for Probate of Will
  4. Apply for Benefits
    • Life insurance proceeds
    • Retirement plan benefits
    • Veterans’ benefits
    • Social Security benefits
  5. Change Titles and Ownership
    • Home
    • Insurance policies
    • Automobiles
    • Your Will
    • Credit cards
    • Bank accounts
    • Stocks, bonds and other investments
  6. Complete Notifications of Death
  7. Hire and Accountant
  8. Review Finances
  9. File and pay applicable Taxes

Don’t make hasty decisions and seek advice from a trusted relative, friend or pastor. Get documents, accounts, online information and contact information together now with your spouse just so you can be prepared.

So teach us to number our days, that we may gain a heart of wisdom. ~ Psalm 90:12