What to Do When an Elderly Parent or Spouse Dies

In this episode we will go through a process that will help you figure out what to do when an elderly parent or a spouse dies.   This is especially useful if you are the named executor of an estate, or trustee or successor trustee of a trust for the deceased since you will be the one who will aid in determining and/or delivering on their wishes. More specifically, I discuss: What immediate tasks must be done when an elderly parent or spouse dies? What important documents to look for when organizing an estate What people and organizations to reach out to and why What is probate and is it required? How does a trust work when settling an estate? General guidance on what the process of distributing an estate looks like For more information and resources, visit the show notes at https://retiredishpodcast.com/13