Ep. 208 My Children Didn't Want to Hear It Either: A Practical Checklist for Decisions After Death

Make no mistake... no one wants to have this conversation.   But when someone dies, the decisions start immediately, and they do not slow down. In this episode, Patti Brennanwalks through the complete "When Someone Dies" checklist, organized by urgency, so no one has to figure it out alone in the middle of grief.   Here is what needs to happen: 🚨 Within 24 to 72 hours: notify institutions, secure the home, and order 12 to 15 certified death certificates with a raised seal. 🔐 Within one to four weeks: notify all three credit bureaus, close digital accounts, and contact your financial advisor. 🧾 Within one to six months: begin probate, obtain an estate EIN, file the final tax return, and keep essential payments going. 🤍 Throughout all of it: communicate clearly as a family and avoid major financial decisions until the dust settles.   Because the greatest gift you can leave the people you love is a little less chaos and a lot more clarity.