Should I Shred Documents Of A Deceased Person? (5 Tips)
Larry Li
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
The newly deceased are primary targets for fraudsters and identity theft. Just because someone passes away doesn’t mean that their identity isn’t at risk of being stolen. As such, you should prevent your loved one’s sensitive documents from falling into the wrong hands.
So should you shred documents of a deceased person? Yes, you should shred all documents of a deceased person that contains sensitive information like account numbers, social security numbers, and passwords and pins. However, the timing of when you shred these documents is important. You should keep tax documents for at least 7 years but shred mail offers immediately.
Today’s in-depth guide covers what documents you should shred and how long you should wait before shredding them.
Here’s a brief table of contents of what to expect in this guide:
How long to keep documents after a death
Documents to shred immediately
Documents to shred after 1 year
Documents to shred after 7 years
Documents to shred after 10 years
Documents to never shred
Why You Should Shred Documents After a Death
There is one crucial reason why you should consider shredding documents after a death:
Identify Theft
With the increase in identity theft and the misuse of other people’s personal information, it’s more important than ever to shred your fallen loved one’s documents. In fact, fraudsters steal nearly 2.5 million American identities each year to open credit card accounts, apply for loans, and open cell phone plans.
Shredding non-crucial documents that contain sensitive information is the best way to prevent fraudsters from stealing your fallen loved one’s identity. It’s not uncommon for fraudsters to sift through garbage to look for compromised information.
So, shredding your loved one's documents rather than throwing them away is the only way to guarantee the safety of your loved one’s identity. Furthermore, it can take years before fraud is flagged on a dead person’s file, letting fraudsters open credit accounts, loans, and file for tax returns.
Whether or not your loved one had their paperwork organized, you must go through all of their documents and separate them based on when it’s acceptable to shred them.
Let’s discuss how long to keep documents after a death.
How Long to Keep Documents After a Death
Although keeping your deceased loved one’s identity safe is of the utmost importance, you shouldn’t immediately shred all the documents in your loved one’s file boxes.
This is because we recommend keeping most estate papers for 7 to 10 years after a death. These documents include tax returns, property or investment sales records, and the estate’s bank statements and accounting records.
Nonetheless, you don’t have to hold on to all of the paperwork forever. Below, we explain how long you should store different types of documents after a death.
Here are five tips to follow when determining if you should shred the documents of a deceased loved one.
1. Documents to Shred Immediately
In general, you should shred unimportant documents that contain your loved one’s name and address. You should also shred documents with sensitive data, such as account numbers and credit card numbers.
Here’s what you can shred immediately:
Credit card and insurance offers
ATM receipts
Sales receipts
Paid utility bills
Expired warranties
Paid billing statements
Since the utility bills and billing statements are already paid, you won’t face any issues by shredding them immediately. For this reason, you should keep all documentation until something is paid or sold.
2. Documents to Shred After 1 Year
Documents you can shred after one year include non-tax-related bank and credit card statements, pay stubs, receipts for larger purchases, and investment statements.
3. Documents to Shred After 7 Years
In most cases, you should keep your loved one’s financial documents for at least seven years following the death or seven years after you file any required estate taxes (whichever one is sooner).
These documents include:
Account statements
Tax returns
Retirement benefits
Tax-related receipts
W2s
It’s important to hold on to these documents for at least three years in case the IRS decides to audit your deceased loved one.
Although the IRS has three years to audit an individual’s tax return, it can extend up to six years if the IRS believes your loved one underreported their gross income by 25 percent or more.
4. Documents to Shred After 10 Years
Although medical records are typically stored electronically, it’s a good idea to request them from your fallen loved one’s medical provider. As a general rule of thumb, you should hold on to these medical records for about 10 years.
As the personal representative or legal executor of the deceased person’s estate, you have the legal right to access and maintain your loved one’s medical records.
Here are the documents to keep safe for 10 years:
Health insurance cards
Medical tests
Prescriptions
Medical history
Hospital discharge papers
Keeping these documents can help you avoid paying unnecessary medical bills that are covered by insurance. Furthermore, you will also be able to see how your loved one’s doctors came to specific medical conclusions.
5. Documents to Never Shred
You should keep most legal records of your loved one indefinitely. Legal records are any documents or files related to federal, state, or local law.
Some examples of documents to never shred include:
Birth certificate
Social Security card
Divorce decrees
Death certificates
Legal will
Marriage certificates and prenuptial agreements
Retirement plan documents
Insurance documents
What To Do With The Documents You Should Not Shred
After a loved one passes away, it can be easy to get swamped with paperwork and documents.
Since there are several documents you should never shred, you need a safe place to keep them. Unless the documents are stored in a safety deposit box, they are always prone to theft, misplacement, and destruction.
It’s also difficult to share paper documents with those who need access. However, Trustworthy can make the post-death document management process much easier for you and your family.
Trustworthy is a family-oriented digital storage platform that stores and secures sensitive information like wills, trusts, bank accounts, passwords, and emergency planning documents. Since paper records get stolen or go missing all the time, Trustworthy ensures your family’s documents are always available from any location.
Therefore, even if you lose or shred an important document, you can always access the backup file on Trustworthy. In essence, Trustworthy offers the best solution for families that want to stay organized and efficient throughout life’s most uncertain moments. You can try a 2-week free trial here.
Should I Shred Documents Of A Deceased Person? (5 Tips)
Larry Li
April 15, 2023
|
The newly deceased are primary targets for fraudsters and identity theft. Just because someone passes away doesn’t mean that their identity isn’t at risk of being stolen. As such, you should prevent your loved one’s sensitive documents from falling into the wrong hands.
So should you shred documents of a deceased person? Yes, you should shred all documents of a deceased person that contains sensitive information like account numbers, social security numbers, and passwords and pins. However, the timing of when you shred these documents is important. You should keep tax documents for at least 7 years but shred mail offers immediately.
Today’s in-depth guide covers what documents you should shred and how long you should wait before shredding them.
Here’s a brief table of contents of what to expect in this guide:
How long to keep documents after a death
Documents to shred immediately
Documents to shred after 1 year
Documents to shred after 7 years
Documents to shred after 10 years
Documents to never shred
Why You Should Shred Documents After a Death
There is one crucial reason why you should consider shredding documents after a death:
Identify Theft
With the increase in identity theft and the misuse of other people’s personal information, it’s more important than ever to shred your fallen loved one’s documents. In fact, fraudsters steal nearly 2.5 million American identities each year to open credit card accounts, apply for loans, and open cell phone plans.
Shredding non-crucial documents that contain sensitive information is the best way to prevent fraudsters from stealing your fallen loved one’s identity. It’s not uncommon for fraudsters to sift through garbage to look for compromised information.
So, shredding your loved one's documents rather than throwing them away is the only way to guarantee the safety of your loved one’s identity. Furthermore, it can take years before fraud is flagged on a dead person’s file, letting fraudsters open credit accounts, loans, and file for tax returns.
Whether or not your loved one had their paperwork organized, you must go through all of their documents and separate them based on when it’s acceptable to shred them.
Let’s discuss how long to keep documents after a death.
How Long to Keep Documents After a Death
Although keeping your deceased loved one’s identity safe is of the utmost importance, you shouldn’t immediately shred all the documents in your loved one’s file boxes.
This is because we recommend keeping most estate papers for 7 to 10 years after a death. These documents include tax returns, property or investment sales records, and the estate’s bank statements and accounting records.
Nonetheless, you don’t have to hold on to all of the paperwork forever. Below, we explain how long you should store different types of documents after a death.
Here are five tips to follow when determining if you should shred the documents of a deceased loved one.
1. Documents to Shred Immediately
In general, you should shred unimportant documents that contain your loved one’s name and address. You should also shred documents with sensitive data, such as account numbers and credit card numbers.
Here’s what you can shred immediately:
Credit card and insurance offers
ATM receipts
Sales receipts
Paid utility bills
Expired warranties
Paid billing statements
Since the utility bills and billing statements are already paid, you won’t face any issues by shredding them immediately. For this reason, you should keep all documentation until something is paid or sold.
2. Documents to Shred After 1 Year
Documents you can shred after one year include non-tax-related bank and credit card statements, pay stubs, receipts for larger purchases, and investment statements.
3. Documents to Shred After 7 Years
In most cases, you should keep your loved one’s financial documents for at least seven years following the death or seven years after you file any required estate taxes (whichever one is sooner).
These documents include:
Account statements
Tax returns
Retirement benefits
Tax-related receipts
W2s
It’s important to hold on to these documents for at least three years in case the IRS decides to audit your deceased loved one.
Although the IRS has three years to audit an individual’s tax return, it can extend up to six years if the IRS believes your loved one underreported their gross income by 25 percent or more.
4. Documents to Shred After 10 Years
Although medical records are typically stored electronically, it’s a good idea to request them from your fallen loved one’s medical provider. As a general rule of thumb, you should hold on to these medical records for about 10 years.
As the personal representative or legal executor of the deceased person’s estate, you have the legal right to access and maintain your loved one’s medical records.
Here are the documents to keep safe for 10 years:
Health insurance cards
Medical tests
Prescriptions
Medical history
Hospital discharge papers
Keeping these documents can help you avoid paying unnecessary medical bills that are covered by insurance. Furthermore, you will also be able to see how your loved one’s doctors came to specific medical conclusions.
5. Documents to Never Shred
You should keep most legal records of your loved one indefinitely. Legal records are any documents or files related to federal, state, or local law.
Some examples of documents to never shred include:
Birth certificate
Social Security card
Divorce decrees
Death certificates
Legal will
Marriage certificates and prenuptial agreements
Retirement plan documents
Insurance documents
What To Do With The Documents You Should Not Shred
After a loved one passes away, it can be easy to get swamped with paperwork and documents.
Since there are several documents you should never shred, you need a safe place to keep them. Unless the documents are stored in a safety deposit box, they are always prone to theft, misplacement, and destruction.
It’s also difficult to share paper documents with those who need access. However, Trustworthy can make the post-death document management process much easier for you and your family.
Trustworthy is a family-oriented digital storage platform that stores and secures sensitive information like wills, trusts, bank accounts, passwords, and emergency planning documents. Since paper records get stolen or go missing all the time, Trustworthy ensures your family’s documents are always available from any location.
Therefore, even if you lose or shred an important document, you can always access the backup file on Trustworthy. In essence, Trustworthy offers the best solution for families that want to stay organized and efficient throughout life’s most uncertain moments. You can try a 2-week free trial here.
Should I Shred Documents Of A Deceased Person? (5 Tips)
Larry Li
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
The newly deceased are primary targets for fraudsters and identity theft. Just because someone passes away doesn’t mean that their identity isn’t at risk of being stolen. As such, you should prevent your loved one’s sensitive documents from falling into the wrong hands.
So should you shred documents of a deceased person? Yes, you should shred all documents of a deceased person that contains sensitive information like account numbers, social security numbers, and passwords and pins. However, the timing of when you shred these documents is important. You should keep tax documents for at least 7 years but shred mail offers immediately.
Today’s in-depth guide covers what documents you should shred and how long you should wait before shredding them.
Here’s a brief table of contents of what to expect in this guide:
How long to keep documents after a death
Documents to shred immediately
Documents to shred after 1 year
Documents to shred after 7 years
Documents to shred after 10 years
Documents to never shred
Why You Should Shred Documents After a Death
There is one crucial reason why you should consider shredding documents after a death:
Identify Theft
With the increase in identity theft and the misuse of other people’s personal information, it’s more important than ever to shred your fallen loved one’s documents. In fact, fraudsters steal nearly 2.5 million American identities each year to open credit card accounts, apply for loans, and open cell phone plans.
Shredding non-crucial documents that contain sensitive information is the best way to prevent fraudsters from stealing your fallen loved one’s identity. It’s not uncommon for fraudsters to sift through garbage to look for compromised information.
So, shredding your loved one's documents rather than throwing them away is the only way to guarantee the safety of your loved one’s identity. Furthermore, it can take years before fraud is flagged on a dead person’s file, letting fraudsters open credit accounts, loans, and file for tax returns.
Whether or not your loved one had their paperwork organized, you must go through all of their documents and separate them based on when it’s acceptable to shred them.
Let’s discuss how long to keep documents after a death.
How Long to Keep Documents After a Death
Although keeping your deceased loved one’s identity safe is of the utmost importance, you shouldn’t immediately shred all the documents in your loved one’s file boxes.
This is because we recommend keeping most estate papers for 7 to 10 years after a death. These documents include tax returns, property or investment sales records, and the estate’s bank statements and accounting records.
Nonetheless, you don’t have to hold on to all of the paperwork forever. Below, we explain how long you should store different types of documents after a death.
Here are five tips to follow when determining if you should shred the documents of a deceased loved one.
1. Documents to Shred Immediately
In general, you should shred unimportant documents that contain your loved one’s name and address. You should also shred documents with sensitive data, such as account numbers and credit card numbers.
Here’s what you can shred immediately:
Credit card and insurance offers
ATM receipts
Sales receipts
Paid utility bills
Expired warranties
Paid billing statements
Since the utility bills and billing statements are already paid, you won’t face any issues by shredding them immediately. For this reason, you should keep all documentation until something is paid or sold.
2. Documents to Shred After 1 Year
Documents you can shred after one year include non-tax-related bank and credit card statements, pay stubs, receipts for larger purchases, and investment statements.
3. Documents to Shred After 7 Years
In most cases, you should keep your loved one’s financial documents for at least seven years following the death or seven years after you file any required estate taxes (whichever one is sooner).
These documents include:
Account statements
Tax returns
Retirement benefits
Tax-related receipts
W2s
It’s important to hold on to these documents for at least three years in case the IRS decides to audit your deceased loved one.
Although the IRS has three years to audit an individual’s tax return, it can extend up to six years if the IRS believes your loved one underreported their gross income by 25 percent or more.
4. Documents to Shred After 10 Years
Although medical records are typically stored electronically, it’s a good idea to request them from your fallen loved one’s medical provider. As a general rule of thumb, you should hold on to these medical records for about 10 years.
As the personal representative or legal executor of the deceased person’s estate, you have the legal right to access and maintain your loved one’s medical records.
Here are the documents to keep safe for 10 years:
Health insurance cards
Medical tests
Prescriptions
Medical history
Hospital discharge papers
Keeping these documents can help you avoid paying unnecessary medical bills that are covered by insurance. Furthermore, you will also be able to see how your loved one’s doctors came to specific medical conclusions.
5. Documents to Never Shred
You should keep most legal records of your loved one indefinitely. Legal records are any documents or files related to federal, state, or local law.
Some examples of documents to never shred include:
Birth certificate
Social Security card
Divorce decrees
Death certificates
Legal will
Marriage certificates and prenuptial agreements
Retirement plan documents
Insurance documents
What To Do With The Documents You Should Not Shred
After a loved one passes away, it can be easy to get swamped with paperwork and documents.
Since there are several documents you should never shred, you need a safe place to keep them. Unless the documents are stored in a safety deposit box, they are always prone to theft, misplacement, and destruction.
It’s also difficult to share paper documents with those who need access. However, Trustworthy can make the post-death document management process much easier for you and your family.
Trustworthy is a family-oriented digital storage platform that stores and secures sensitive information like wills, trusts, bank accounts, passwords, and emergency planning documents. Since paper records get stolen or go missing all the time, Trustworthy ensures your family’s documents are always available from any location.
Therefore, even if you lose or shred an important document, you can always access the backup file on Trustworthy. In essence, Trustworthy offers the best solution for families that want to stay organized and efficient throughout life’s most uncertain moments. You can try a 2-week free trial here.
Should I Shred Documents Of A Deceased Person? (5 Tips)
Larry Li
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
The newly deceased are primary targets for fraudsters and identity theft. Just because someone passes away doesn’t mean that their identity isn’t at risk of being stolen. As such, you should prevent your loved one’s sensitive documents from falling into the wrong hands.
So should you shred documents of a deceased person? Yes, you should shred all documents of a deceased person that contains sensitive information like account numbers, social security numbers, and passwords and pins. However, the timing of when you shred these documents is important. You should keep tax documents for at least 7 years but shred mail offers immediately.
Today’s in-depth guide covers what documents you should shred and how long you should wait before shredding them.
Here’s a brief table of contents of what to expect in this guide:
How long to keep documents after a death
Documents to shred immediately
Documents to shred after 1 year
Documents to shred after 7 years
Documents to shred after 10 years
Documents to never shred
Why You Should Shred Documents After a Death
There is one crucial reason why you should consider shredding documents after a death:
Identify Theft
With the increase in identity theft and the misuse of other people’s personal information, it’s more important than ever to shred your fallen loved one’s documents. In fact, fraudsters steal nearly 2.5 million American identities each year to open credit card accounts, apply for loans, and open cell phone plans.
Shredding non-crucial documents that contain sensitive information is the best way to prevent fraudsters from stealing your fallen loved one’s identity. It’s not uncommon for fraudsters to sift through garbage to look for compromised information.
So, shredding your loved one's documents rather than throwing them away is the only way to guarantee the safety of your loved one’s identity. Furthermore, it can take years before fraud is flagged on a dead person’s file, letting fraudsters open credit accounts, loans, and file for tax returns.
Whether or not your loved one had their paperwork organized, you must go through all of their documents and separate them based on when it’s acceptable to shred them.
Let’s discuss how long to keep documents after a death.
How Long to Keep Documents After a Death
Although keeping your deceased loved one’s identity safe is of the utmost importance, you shouldn’t immediately shred all the documents in your loved one’s file boxes.
This is because we recommend keeping most estate papers for 7 to 10 years after a death. These documents include tax returns, property or investment sales records, and the estate’s bank statements and accounting records.
Nonetheless, you don’t have to hold on to all of the paperwork forever. Below, we explain how long you should store different types of documents after a death.
Here are five tips to follow when determining if you should shred the documents of a deceased loved one.
1. Documents to Shred Immediately
In general, you should shred unimportant documents that contain your loved one’s name and address. You should also shred documents with sensitive data, such as account numbers and credit card numbers.
Here’s what you can shred immediately:
Credit card and insurance offers
ATM receipts
Sales receipts
Paid utility bills
Expired warranties
Paid billing statements
Since the utility bills and billing statements are already paid, you won’t face any issues by shredding them immediately. For this reason, you should keep all documentation until something is paid or sold.
2. Documents to Shred After 1 Year
Documents you can shred after one year include non-tax-related bank and credit card statements, pay stubs, receipts for larger purchases, and investment statements.
3. Documents to Shred After 7 Years
In most cases, you should keep your loved one’s financial documents for at least seven years following the death or seven years after you file any required estate taxes (whichever one is sooner).
These documents include:
Account statements
Tax returns
Retirement benefits
Tax-related receipts
W2s
It’s important to hold on to these documents for at least three years in case the IRS decides to audit your deceased loved one.
Although the IRS has three years to audit an individual’s tax return, it can extend up to six years if the IRS believes your loved one underreported their gross income by 25 percent or more.
4. Documents to Shred After 10 Years
Although medical records are typically stored electronically, it’s a good idea to request them from your fallen loved one’s medical provider. As a general rule of thumb, you should hold on to these medical records for about 10 years.
As the personal representative or legal executor of the deceased person’s estate, you have the legal right to access and maintain your loved one’s medical records.
Here are the documents to keep safe for 10 years:
Health insurance cards
Medical tests
Prescriptions
Medical history
Hospital discharge papers
Keeping these documents can help you avoid paying unnecessary medical bills that are covered by insurance. Furthermore, you will also be able to see how your loved one’s doctors came to specific medical conclusions.
5. Documents to Never Shred
You should keep most legal records of your loved one indefinitely. Legal records are any documents or files related to federal, state, or local law.
Some examples of documents to never shred include:
Birth certificate
Social Security card
Divorce decrees
Death certificates
Legal will
Marriage certificates and prenuptial agreements
Retirement plan documents
Insurance documents
What To Do With The Documents You Should Not Shred
After a loved one passes away, it can be easy to get swamped with paperwork and documents.
Since there are several documents you should never shred, you need a safe place to keep them. Unless the documents are stored in a safety deposit box, they are always prone to theft, misplacement, and destruction.
It’s also difficult to share paper documents with those who need access. However, Trustworthy can make the post-death document management process much easier for you and your family.
Trustworthy is a family-oriented digital storage platform that stores and secures sensitive information like wills, trusts, bank accounts, passwords, and emergency planning documents. Since paper records get stolen or go missing all the time, Trustworthy ensures your family’s documents are always available from any location.
Therefore, even if you lose or shred an important document, you can always access the backup file on Trustworthy. In essence, Trustworthy offers the best solution for families that want to stay organized and efficient throughout life’s most uncertain moments. You can try a 2-week free trial here.
Try Trustworthy today.
Try Trustworthy today.
Try the Family Operating System® for yourself. You (and your family) will love it.
Try the Family Operating System® for yourself. You (and your family) will love it.
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My Dad Died, Can I Get His Retirement Pension?
My Dad Died, Can I Get His Retirement Pension?
Nov 24, 2023
Nov 24, 2023
How Many Copies of a Death Certificate Should You Get?
How Many Copies of a Death Certificate Should You Get?
Nov 24, 2023
Nov 24, 2023
Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples
Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples
Nov 24, 2023
Nov 24, 2023
How Do You Receive Inheritance Money WITHOUT any issues?
How Do You Receive Inheritance Money WITHOUT any issues?
Nov 17, 2023
Nov 17, 2023
Who Gets The Tax Refund of A Deceased Person? An Accountant Answers
Who Gets The Tax Refund of A Deceased Person? An Accountant Answers
Nov 17, 2023
Nov 17, 2023
How To Start a Eulogy: 15 Heartfelt Examples
How To Start a Eulogy: 15 Heartfelt Examples
Nov 14, 2023
Nov 14, 2023
How To Discuss End-of-Life Care With Parents (Simple Guide)
How To Discuss End-of-Life Care With Parents (Simple Guide)
Nov 14, 2023
Nov 14, 2023
How To Cancel a Deceased Person's Subscriptions the EASY Way
How To Cancel a Deceased Person's Subscriptions the EASY Way
Nov 8, 2023
Nov 8, 2023
What Should You Not Put in a Eulogy (9 Things To Avoid)
What Should You Not Put in a Eulogy (9 Things To Avoid)
Nov 7, 2023
Nov 7, 2023
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
Nov 6, 2023
Nov 6, 2023
Does Microsoft Word Have an Obituary Template?
Does Microsoft Word Have an Obituary Template?
Nov 6, 2023
Nov 6, 2023
How To Post an Obituary on Facebook: A Step-by-Step Guide
How To Post an Obituary on Facebook: A Step-by-Step Guide
Nov 6, 2023
Nov 6, 2023
Why Do You Need A Death Certificate For Estate & Probate Process?
Why Do You Need A Death Certificate For Estate & Probate Process?
Nov 2, 2023
Nov 2, 2023
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
Nov 2, 2023
Nov 2, 2023
12 Steps For Writing a Eulogy For Mom
12 Steps For Writing a Eulogy For Mom
Nov 2, 2023
Nov 2, 2023
12 Steps for Writing a Eulogy for Dad
12 Steps for Writing a Eulogy for Dad
Nov 1, 2023
Nov 1, 2023
Who Does The Obituary When Someone Dies?
Who Does The Obituary When Someone Dies?
Nov 1, 2023
Nov 1, 2023
How Late Is Too Late For An Obituary? 6 Steps To Take Today
How Late Is Too Late For An Obituary? 6 Steps To Take Today
Nov 1, 2023
Nov 1, 2023
How Much Does It Cost To Publish An Obituary? Breaking It Down
How Much Does It Cost To Publish An Obituary? Breaking It Down
Nov 1, 2023
Nov 1, 2023
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
Oct 30, 2023
Oct 30, 2023
Where Do You Post an Obituary: A Step-By-Step Guide
Where Do You Post an Obituary: A Step-By-Step Guide
Oct 30, 2023
Oct 30, 2023
Obituary vs Death Note: What Are the Key Differences?
Obituary vs Death Note: What Are the Key Differences?
Oct 5, 2023
Oct 5, 2023
Buying A House With Elderly Parent: 10 Things To Know
Buying A House With Elderly Parent: 10 Things To Know
Sep 14, 2023
Sep 14, 2023
I'm Trapped Caring for Elderly Parents
I'm Trapped Caring for Elderly Parents
Oct 5, 2023
Oct 5, 2023
401(k) and Minors: Can a Minor be a Beneficiary?
401(k) and Minors: Can a Minor be a Beneficiary?
Sep 12, 2023
Sep 12, 2023
How to Self-Direct Your 401(k): Take Control of Your Retirement
How to Self-Direct Your 401(k): Take Control of Your Retirement
Aug 3, 2023
Aug 3, 2023
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
Aug 3, 2023
Aug 3, 2023
The Essential Guide to Preparing for Retirement
The Essential Guide to Preparing for Retirement
Aug 3, 2023
Aug 3, 2023
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Aug 3, 2023
Aug 3, 2023
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Jul 14, 2023
Jul 14, 2023
Are You Legally Responsible For Your Elderly Parents?
Are You Legally Responsible For Your Elderly Parents?
Jun 7, 2023
Jun 7, 2023
How To Travel With Elderly Parent: Here's How to Prepare
How To Travel With Elderly Parent: Here's How to Prepare
Jun 6, 2023
Jun 6, 2023
Checklist For Moving A Parent To Assisted Living
Checklist For Moving A Parent To Assisted Living
Jun 6, 2023
Jun 6, 2023
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
Jun 6, 2023
Jun 6, 2023
How To Stop Elderly Parents From Giving Money Away (9 Tips)
How To Stop Elderly Parents From Giving Money Away (9 Tips)
Jun 6, 2023
Jun 6, 2023
Should Elderly Parents Sign Over Their House? Pros & Cons
Should Elderly Parents Sign Over Their House? Pros & Cons
May 17, 2023
May 17, 2023
Estate Planning: A Comprehensive Guide
Estate Planning: A Comprehensive Guide
May 2, 2023
May 2, 2023
Helping Elderly Parents: The Complete Guide
Helping Elderly Parents: The Complete Guide
May 1, 2023
May 1, 2023
Trustworthy guide: How to organize your digital information
Trustworthy guide: How to organize your digital information
Apr 15, 2023
Apr 15, 2023
Can My Husband Make a Will Without My Knowledge?
Can My Husband Make a Will Without My Knowledge?
Apr 15, 2023
Apr 15, 2023
What is a Last Will and Testament (also known as a Will)?
What is a Last Will and Testament (also known as a Will)?
Apr 15, 2023
Apr 15, 2023
Can A Wife Sell Deceased Husband's Property (6 Rules)
Can A Wife Sell Deceased Husband's Property (6 Rules)
Apr 15, 2023
Apr 15, 2023
Should I Shred Documents Of A Deceased Person? (5 Tips)
Should I Shred Documents Of A Deceased Person? (5 Tips)
Apr 15, 2023
Apr 15, 2023
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Apr 15, 2023
Apr 15, 2023
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Apr 15, 2023
Apr 15, 2023
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Elderly Parents (Complete Guide)
Estate Planning For Elderly Parents (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For High Net Worth & Large Estates
Estate Planning For High Net Worth & Large Estates
Apr 15, 2023
Apr 15, 2023
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
Apr 15, 2023
Apr 15, 2023
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
Apr 15, 2023
Apr 15, 2023
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Apr 15, 2023
Apr 15, 2023
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Apr 15, 2023
Apr 15, 2023
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
Apr 15, 2023
Apr 15, 2023
What To Bring To Estate Planning Meeting (Checklist)
What To Bring To Estate Planning Meeting (Checklist)
Apr 15, 2023
Apr 15, 2023
When Should You Get An Estate Plan? (According To A Lawyer)
When Should You Get An Estate Plan? (According To A Lawyer)
Apr 15, 2023
Apr 15, 2023
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Apr 15, 2023
Apr 15, 2023
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Apr 15, 2023
Apr 15, 2023
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Apr 15, 2023
Apr 15, 2023
Complete List of Things To Do For Elderly Parents (Checklist)
Complete List of Things To Do For Elderly Parents (Checklist)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For A Deceased Person?
How To Get Power of Attorney For A Deceased Person?
Apr 15, 2023
Apr 15, 2023
How To Help Elderly Parents From A Distance? 7 Tips
How To Help Elderly Parents From A Distance? 7 Tips
Apr 15, 2023
Apr 15, 2023
Legal Documents For Elderly Parents: Checklist
Legal Documents For Elderly Parents: Checklist
Apr 15, 2023
Apr 15, 2023
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Apr 15, 2023
Apr 15, 2023
What To Do When A Sibling Is Manipulating Elderly Parents
What To Do When A Sibling Is Manipulating Elderly Parents
Apr 6, 2023
Apr 6, 2023
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Mar 15, 2023
Mar 15, 2023
Settling an Estate: A Step-by-Step Guide
Settling an Estate: A Step-by-Step Guide
Feb 10, 2023
Feb 10, 2023
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
Feb 7, 2023
Feb 7, 2023
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
Feb 6, 2023
Feb 6, 2023
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
Feb 1, 2023
Feb 1, 2023
Can You Collect Your Parents' Social Security When They Die?
Can You Collect Your Parents' Social Security When They Die?
Feb 1, 2023
Feb 1, 2023
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
Feb 1, 2023
Feb 1, 2023
Can You Pay Money Into A Deceased Person's Bank Account?
Can You Pay Money Into A Deceased Person's Bank Account?
Feb 1, 2023
Feb 1, 2023
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Feb 1, 2023
Feb 1, 2023
Does The DMV Know When Someone Dies?
Does The DMV Know When Someone Dies?
Feb 1, 2023
Feb 1, 2023
How To Find A Deceased Person's Lawyer (5 Ways)
How To Find A Deceased Person's Lawyer (5 Ways)
Feb 1, 2023
Feb 1, 2023
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
Feb 1, 2023
Feb 1, 2023
How to Stop Social Security Direct Deposit After Death
How to Stop Social Security Direct Deposit After Death
Feb 1, 2023
Feb 1, 2023
How To Transfer Firearms From A Deceased Person (3 Steps)
How To Transfer Firearms From A Deceased Person (3 Steps)
Feb 1, 2023
Feb 1, 2023
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
What Happens To A Leased Vehicle When Someone Dies?
What Happens To A Leased Vehicle When Someone Dies?
Jan 31, 2023
Jan 31, 2023
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Jan 31, 2023
Jan 31, 2023
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
Jan 31, 2023
Jan 31, 2023
Why Do Funeral Homes Take Fingerprints of the Deceased?
Why Do Funeral Homes Take Fingerprints of the Deceased?
Jan 31, 2023
Jan 31, 2023
What To Do If Your Deceased Parents' Home Is In Foreclosure
What To Do If Your Deceased Parents' Home Is In Foreclosure
Jan 31, 2023
Jan 31, 2023
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Jan 31, 2023
Jan 31, 2023
What Happens If a Deceased Individual Owes Taxes?
What Happens If a Deceased Individual Owes Taxes?
Jan 31, 2023
Jan 31, 2023
Components of Estate Planning: 6 Things To Consider
Components of Estate Planning: 6 Things To Consider
Jan 22, 2023
Jan 22, 2023
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
Jan 8, 2023
Jan 8, 2023
What Does a Typical Estate Plan Include?
What Does a Typical Estate Plan Include?
Apr 15, 2022
Apr 15, 2022
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Apr 15, 2022
Apr 15, 2022
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Mar 2, 2022
Mar 2, 2022
What Does Your “Property” Mean?
What Does Your “Property” Mean?
Mar 2, 2022
Mar 2, 2022
What is the Uniform Trust Code? What is the Uniform Probate Code?
What is the Uniform Trust Code? What is the Uniform Probate Code?
Mar 2, 2022
Mar 2, 2022
Do You Need to Avoid Probate?
Do You Need to Avoid Probate?
Mar 2, 2022
Mar 2, 2022
How is a Trust Created?
How is a Trust Created?
Mar 2, 2022
Mar 2, 2022
What Are Advance Directives?
What Are Advance Directives?
Mar 2, 2022
Mar 2, 2022
What does a Trustee Do?
What does a Trustee Do?
Mar 2, 2022
Mar 2, 2022
What is an Estate Plan? (And why you need one)
What is an Estate Plan? (And why you need one)
Mar 2, 2022
Mar 2, 2022
What is Probate?
What is Probate?
Mar 2, 2022
Mar 2, 2022
What Is Your Domicile & Why It Matters
What Is Your Domicile & Why It Matters
Mar 2, 2022
Mar 2, 2022
What Is a Power of Attorney for Finances?
What Is a Power of Attorney for Finances?
Mar 1, 2022
Mar 1, 2022
Should your family consider an umbrella insurance policy?
Should your family consider an umbrella insurance policy?
Mar 1, 2022
Mar 1, 2022
Do I need a digital power of attorney?
Do I need a digital power of attorney?
Apr 6, 2020
Apr 6, 2020
What Exactly is a Trust?
What Exactly is a Trust?