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