Estate Planning

My Dad Died, Can I Get His Retirement Pension?

parent retirement pension

Joel Lim

Nov 24, 2023

Working hard to retire is a goal everyone strives for. Unfortunately, some never reach it due to an untimely death. If your dad recently passed away, you might wonder if you can receive his retirement pension.

We’ll explain the factors determining whether it’s possible to transfer it to you or another beneficiary and how to do it. You can develop your approach to obtaining his retirement pension with some easy tips and guidelines.

Key Takeaways

  • Most retirement pensions can be transferred to a beneficiary depending on the type of pension.


  • You can receive your dad’s pension if he set you up as the beneficiary or if the pension plan administrator gives it to you. If you’re not the designated beneficiary, having it transferred to you will be difficult.


  • If you are eligible to have your dad’s retirement pension transferred, you must follow a specific process.

Can I Get My Dad’s Pension After He Dies?

can i get my dad’s pension after he dies

Getting your dad's pension ultimately relies on the type of pension he had. Some pension plans allow for a signed beneficiary, while others may be up to the pension plan administrator or the state.

If your dad had a defined contribution plan, then most likely, the pension would allow for an assigned beneficiary to collect after his death. He would be the one to decide who would be able to receive the pension after his death.

If your dad never mentioned who the beneficiary is, contact his pension plan provider directly. You will likely need to have legal documents ready to provide information as proof of kinship for them to disclose the information.

If your dad left a will, check to see if there’s information included about the pension. Retirement documents or statements could also have some information regarding an assigned beneficiary.

Suppose your dad had a retirement pension that did not allow him to choose a beneficiary. In that case, the decision is up to the employer's pension plan administrator to decide on the beneficiary.

Chances are, your mom or your dad’s civil partner will be the one to receive the benefits. However, dependent children are also an option to become a beneficiary. The best way to determine this is to contact your dad’s pension plan administrator for more information.

Can Pensions Be Transferred After Death?

In most cases, retirement pensions can be transferred to beneficiaries after death. However, the rules for transferring pensions depend primarily on the type of pension. Factors such as age and if the pension had any withdrawals also come into play.

There are three main types of retirement pensions: defined contribution, defined benefits and state-provided pensions.

A defined contribution pension is based on how much has been paid into it. They’re typically provided by employers but can also have individual plans. These pensions can be assigned to a beneficiary of choice after death.

Note: For self-employed people, there is a pension type called “Self-Invested Personal Pension (SIPP)” and a “self-employed pension option.” These types fall under the defined contribution pension model since they rely on how much money has been contributed.

A defined benefits pension is provided by employers. Employers contribute to it based on the person’s salary and the number of years they worked for the company. These pensions are typically more strict about whom they can be transferred to. They typically only allow the following types of beneficiaries:

  • Spouse

  • Civil partner

  • Dependant child

Ultimately, the pension plan administrator typically is the one who chooses who gets the benefits transferred after death. If your dad retired and started collecting from his pension, the amount you will get will be reduced.

A state-provided pension is a pension the government provides in the form of social security. The transfer of the pension primarily depends on the state and its regulations. In most cases, they’re not transferable, but in some instances, the spouse or dependent child may qualify for a “survivor benefits pension.”

Additionally, if the pension is explicitly a single-life pension, a beneficiary will not be included, and you will not be able to get your dad’s retirement pension.

Additional Factors for Pension Transfers

Each pension type has slightly different rules regarding how the beneficiaries can receive the pensions after the person’s death. The main things affecting the amount of the pension transferred are the age of when the person died and if the person made any withdrawal from the pension.

For example, defined contribution pensions can be transferred to beneficiaries tax-free if the person dies before age 75 and has not begun collecting on it. The beneficiaries will have up to two years to claim it and decide if they want it as a lump sum, drawdown investment or an annuity.

Pensions will typically provide the most if the person dies before they retire and has not collected any money.

It’s also important to emphasize some pensions will not take any beneficiary, especially if they’re a single-life pension.

How to Claim Pension Benefits as a Beneficiary

how to claim pension benefits as a beneficiary

Here are some pointers on how you should approach getting your dad's pension.

Notify the Pension Holder

Reaching out to the pension holder will help you determine if you are eligible for it to be transferred to you or not.

Be prepared to gather the necessary legal information to move things forward. You will need your dad’s social security number, full legal name, birthdate, and date of his death. You will also need some legal documentation of yourself to validate your identity.

You can use Trustworthy to keep all types of family documents safe and well-organized so this process can go smoothly.

If you successfully get it transferred, follow the next steps of the required process.

Submit Claim Paperwork

One of the things you will be expected to do is fill out a lot of paperwork. This will require you to have your dad's death certificate and a beneficiary designation form to complete the claim.

Keep track of all the important documents as you work on the paperwork. Hold on to everything you get back from the pension plan administrator.

Choose a Payment Form

Once all the paperwork is done, you should be able to transfer your dad's retirement pension into your ownership. Some pension plans will give you a choice of how you want it to be distributed.

Your payment options are typically a lump sum, period payments or an annuity. 

Financial planner at Prudential, Matthew Koppelman, explains:

"Under most plans, a non-spouse inherited pension plan would be paid out in a lump sum that could be moved to a Beneficiary IRA or Inherited IRA.” 

However, an additional rule here may delay the amount of time it takes to receive the inheritance. 

Koppelman notes:

"Per the Secure Act of 2019, an inherited IRA must be fully distributed by December 31st of the 10th year following the death of the original account owner."

Remember, you also need to pay taxes on your dad's retirement pension once it’s transferred. However, some pension rules have factors allowing you to collect the money tax-free depending on whether your dad died before he retired and if he ever withdrew money from it.

Speak With a Financial Advisor

Consulting with a financial advisor can help you plan ahead and make good decisions on what to do with your dad's retirement pension.

The sooner you consult with an advisor, the better. You should be considerate of your dad's retirement funds and use them responsibly. Discussing your goals with a financial advisor could help you find ways to invest that money and use it for a meaningful purpose.

Practical Tips to Get a Retirement Pension

practical tips to get a retirement pension

If you're struggling with where to begin collecting your dad’s retirement pension, these tips will help you get on the right track.

Stay Organized

Organization is key when it comes to transferring your dad’s retirement pension. You will need to collect and manage many legal documents in order to transfer your dad's pension to your ownership.

In addition, you should also take notes anytime you are on the phone with someone who is helping you with the transfer. Be prepared to follow instructions and write them down so you won't forget what you must do as you work toward your goal.

Follow Up Persistently

Getting a hold of the right people to help answer your questions or begin a process can be frustrating. You may have instances where the provision plan administrator isn't accepting or returning your calls.

The important thing is not to get discouraged and give up, even when you feel like you haven’t made much progress. If someone you are calling doesn't pick up the phone, always leave a detailed message with your name, the purpose of the call and your number.

They should reach back to you eventually.

Consult a Professional

If you begin to feel overwhelmed or discouraged about what to do next, consider contacting a professional who can help guide you.

Financial advisors or planners are generally a good choice of professionals to contact regarding information on transferring retirement pensions. Another possibility would be speaking with someone who specializes in life insurance plans.

Whoever you decide to reach out to, be sure they’re a reputable professional working in the area where you’re struggling to get answers.

Frequently Asked Questions (FAQs)

Who is entitled to a deceased person's Social Security?

State-provided retirement pensions are generally more strict on transferring benefits to another person. However, there are “survivor benefits,” which could lead to it being transferable to a spouse or child if they meet the right federal requirements.

How long does a pension last?

The pension type determines the duration of the pension. Defined benefit pensions are typically payments that last a lifetime. Defined contribution pensions, on the other hand, could be lifetime but also be a lump sum. Ultimately, defined contribution is determined by how much the person has contributed before retirement.

How is a pension paid out after death?

Pensions typically are paid out through monthly payments. However, some pensions also offer lump sum payments or are paid through other forms of annuities. Ultimately, the payment options are determined by the person’s pension rules.

How do inheritance pensions work with taxes?

Most inherited pensions will be taxed once they’re transferred, regardless of the payment type. However, there are certain exemptions where the money won't be taxed, such as if the person died before retirement and didn’t take any money out of the pension. Certain rules and restrictions apply to different pension types.

Estate Planning

My Dad Died, Can I Get His Retirement Pension?

parent retirement pension

Joel Lim

Nov 24, 2023

Working hard to retire is a goal everyone strives for. Unfortunately, some never reach it due to an untimely death. If your dad recently passed away, you might wonder if you can receive his retirement pension.

We’ll explain the factors determining whether it’s possible to transfer it to you or another beneficiary and how to do it. You can develop your approach to obtaining his retirement pension with some easy tips and guidelines.

Key Takeaways

  • Most retirement pensions can be transferred to a beneficiary depending on the type of pension.


  • You can receive your dad’s pension if he set you up as the beneficiary or if the pension plan administrator gives it to you. If you’re not the designated beneficiary, having it transferred to you will be difficult.


  • If you are eligible to have your dad’s retirement pension transferred, you must follow a specific process.

Can I Get My Dad’s Pension After He Dies?

can i get my dad’s pension after he dies

Getting your dad's pension ultimately relies on the type of pension he had. Some pension plans allow for a signed beneficiary, while others may be up to the pension plan administrator or the state.

If your dad had a defined contribution plan, then most likely, the pension would allow for an assigned beneficiary to collect after his death. He would be the one to decide who would be able to receive the pension after his death.

If your dad never mentioned who the beneficiary is, contact his pension plan provider directly. You will likely need to have legal documents ready to provide information as proof of kinship for them to disclose the information.

If your dad left a will, check to see if there’s information included about the pension. Retirement documents or statements could also have some information regarding an assigned beneficiary.

Suppose your dad had a retirement pension that did not allow him to choose a beneficiary. In that case, the decision is up to the employer's pension plan administrator to decide on the beneficiary.

Chances are, your mom or your dad’s civil partner will be the one to receive the benefits. However, dependent children are also an option to become a beneficiary. The best way to determine this is to contact your dad’s pension plan administrator for more information.

Can Pensions Be Transferred After Death?

In most cases, retirement pensions can be transferred to beneficiaries after death. However, the rules for transferring pensions depend primarily on the type of pension. Factors such as age and if the pension had any withdrawals also come into play.

There are three main types of retirement pensions: defined contribution, defined benefits and state-provided pensions.

A defined contribution pension is based on how much has been paid into it. They’re typically provided by employers but can also have individual plans. These pensions can be assigned to a beneficiary of choice after death.

Note: For self-employed people, there is a pension type called “Self-Invested Personal Pension (SIPP)” and a “self-employed pension option.” These types fall under the defined contribution pension model since they rely on how much money has been contributed.

A defined benefits pension is provided by employers. Employers contribute to it based on the person’s salary and the number of years they worked for the company. These pensions are typically more strict about whom they can be transferred to. They typically only allow the following types of beneficiaries:

  • Spouse

  • Civil partner

  • Dependant child

Ultimately, the pension plan administrator typically is the one who chooses who gets the benefits transferred after death. If your dad retired and started collecting from his pension, the amount you will get will be reduced.

A state-provided pension is a pension the government provides in the form of social security. The transfer of the pension primarily depends on the state and its regulations. In most cases, they’re not transferable, but in some instances, the spouse or dependent child may qualify for a “survivor benefits pension.”

Additionally, if the pension is explicitly a single-life pension, a beneficiary will not be included, and you will not be able to get your dad’s retirement pension.

Additional Factors for Pension Transfers

Each pension type has slightly different rules regarding how the beneficiaries can receive the pensions after the person’s death. The main things affecting the amount of the pension transferred are the age of when the person died and if the person made any withdrawal from the pension.

For example, defined contribution pensions can be transferred to beneficiaries tax-free if the person dies before age 75 and has not begun collecting on it. The beneficiaries will have up to two years to claim it and decide if they want it as a lump sum, drawdown investment or an annuity.

Pensions will typically provide the most if the person dies before they retire and has not collected any money.

It’s also important to emphasize some pensions will not take any beneficiary, especially if they’re a single-life pension.

How to Claim Pension Benefits as a Beneficiary

how to claim pension benefits as a beneficiary

Here are some pointers on how you should approach getting your dad's pension.

Notify the Pension Holder

Reaching out to the pension holder will help you determine if you are eligible for it to be transferred to you or not.

Be prepared to gather the necessary legal information to move things forward. You will need your dad’s social security number, full legal name, birthdate, and date of his death. You will also need some legal documentation of yourself to validate your identity.

You can use Trustworthy to keep all types of family documents safe and well-organized so this process can go smoothly.

If you successfully get it transferred, follow the next steps of the required process.

Submit Claim Paperwork

One of the things you will be expected to do is fill out a lot of paperwork. This will require you to have your dad's death certificate and a beneficiary designation form to complete the claim.

Keep track of all the important documents as you work on the paperwork. Hold on to everything you get back from the pension plan administrator.

Choose a Payment Form

Once all the paperwork is done, you should be able to transfer your dad's retirement pension into your ownership. Some pension plans will give you a choice of how you want it to be distributed.

Your payment options are typically a lump sum, period payments or an annuity. 

Financial planner at Prudential, Matthew Koppelman, explains:

"Under most plans, a non-spouse inherited pension plan would be paid out in a lump sum that could be moved to a Beneficiary IRA or Inherited IRA.” 

However, an additional rule here may delay the amount of time it takes to receive the inheritance. 

Koppelman notes:

"Per the Secure Act of 2019, an inherited IRA must be fully distributed by December 31st of the 10th year following the death of the original account owner."

Remember, you also need to pay taxes on your dad's retirement pension once it’s transferred. However, some pension rules have factors allowing you to collect the money tax-free depending on whether your dad died before he retired and if he ever withdrew money from it.

Speak With a Financial Advisor

Consulting with a financial advisor can help you plan ahead and make good decisions on what to do with your dad's retirement pension.

The sooner you consult with an advisor, the better. You should be considerate of your dad's retirement funds and use them responsibly. Discussing your goals with a financial advisor could help you find ways to invest that money and use it for a meaningful purpose.

Practical Tips to Get a Retirement Pension

practical tips to get a retirement pension

If you're struggling with where to begin collecting your dad’s retirement pension, these tips will help you get on the right track.

Stay Organized

Organization is key when it comes to transferring your dad’s retirement pension. You will need to collect and manage many legal documents in order to transfer your dad's pension to your ownership.

In addition, you should also take notes anytime you are on the phone with someone who is helping you with the transfer. Be prepared to follow instructions and write them down so you won't forget what you must do as you work toward your goal.

Follow Up Persistently

Getting a hold of the right people to help answer your questions or begin a process can be frustrating. You may have instances where the provision plan administrator isn't accepting or returning your calls.

The important thing is not to get discouraged and give up, even when you feel like you haven’t made much progress. If someone you are calling doesn't pick up the phone, always leave a detailed message with your name, the purpose of the call and your number.

They should reach back to you eventually.

Consult a Professional

If you begin to feel overwhelmed or discouraged about what to do next, consider contacting a professional who can help guide you.

Financial advisors or planners are generally a good choice of professionals to contact regarding information on transferring retirement pensions. Another possibility would be speaking with someone who specializes in life insurance plans.

Whoever you decide to reach out to, be sure they’re a reputable professional working in the area where you’re struggling to get answers.

Frequently Asked Questions (FAQs)

Who is entitled to a deceased person's Social Security?

State-provided retirement pensions are generally more strict on transferring benefits to another person. However, there are “survivor benefits,” which could lead to it being transferable to a spouse or child if they meet the right federal requirements.

How long does a pension last?

The pension type determines the duration of the pension. Defined benefit pensions are typically payments that last a lifetime. Defined contribution pensions, on the other hand, could be lifetime but also be a lump sum. Ultimately, defined contribution is determined by how much the person has contributed before retirement.

How is a pension paid out after death?

Pensions typically are paid out through monthly payments. However, some pensions also offer lump sum payments or are paid through other forms of annuities. Ultimately, the payment options are determined by the person’s pension rules.

How do inheritance pensions work with taxes?

Most inherited pensions will be taxed once they’re transferred, regardless of the payment type. However, there are certain exemptions where the money won't be taxed, such as if the person died before retirement and didn’t take any money out of the pension. Certain rules and restrictions apply to different pension types.

Estate Planning

My Dad Died, Can I Get His Retirement Pension?

parent retirement pension

Joel Lim

Nov 24, 2023

Working hard to retire is a goal everyone strives for. Unfortunately, some never reach it due to an untimely death. If your dad recently passed away, you might wonder if you can receive his retirement pension.

We’ll explain the factors determining whether it’s possible to transfer it to you or another beneficiary and how to do it. You can develop your approach to obtaining his retirement pension with some easy tips and guidelines.

Key Takeaways

  • Most retirement pensions can be transferred to a beneficiary depending on the type of pension.


  • You can receive your dad’s pension if he set you up as the beneficiary or if the pension plan administrator gives it to you. If you’re not the designated beneficiary, having it transferred to you will be difficult.


  • If you are eligible to have your dad’s retirement pension transferred, you must follow a specific process.

Can I Get My Dad’s Pension After He Dies?

can i get my dad’s pension after he dies

Getting your dad's pension ultimately relies on the type of pension he had. Some pension plans allow for a signed beneficiary, while others may be up to the pension plan administrator or the state.

If your dad had a defined contribution plan, then most likely, the pension would allow for an assigned beneficiary to collect after his death. He would be the one to decide who would be able to receive the pension after his death.

If your dad never mentioned who the beneficiary is, contact his pension plan provider directly. You will likely need to have legal documents ready to provide information as proof of kinship for them to disclose the information.

If your dad left a will, check to see if there’s information included about the pension. Retirement documents or statements could also have some information regarding an assigned beneficiary.

Suppose your dad had a retirement pension that did not allow him to choose a beneficiary. In that case, the decision is up to the employer's pension plan administrator to decide on the beneficiary.

Chances are, your mom or your dad’s civil partner will be the one to receive the benefits. However, dependent children are also an option to become a beneficiary. The best way to determine this is to contact your dad’s pension plan administrator for more information.

Can Pensions Be Transferred After Death?

In most cases, retirement pensions can be transferred to beneficiaries after death. However, the rules for transferring pensions depend primarily on the type of pension. Factors such as age and if the pension had any withdrawals also come into play.

There are three main types of retirement pensions: defined contribution, defined benefits and state-provided pensions.

A defined contribution pension is based on how much has been paid into it. They’re typically provided by employers but can also have individual plans. These pensions can be assigned to a beneficiary of choice after death.

Note: For self-employed people, there is a pension type called “Self-Invested Personal Pension (SIPP)” and a “self-employed pension option.” These types fall under the defined contribution pension model since they rely on how much money has been contributed.

A defined benefits pension is provided by employers. Employers contribute to it based on the person’s salary and the number of years they worked for the company. These pensions are typically more strict about whom they can be transferred to. They typically only allow the following types of beneficiaries:

  • Spouse

  • Civil partner

  • Dependant child

Ultimately, the pension plan administrator typically is the one who chooses who gets the benefits transferred after death. If your dad retired and started collecting from his pension, the amount you will get will be reduced.

A state-provided pension is a pension the government provides in the form of social security. The transfer of the pension primarily depends on the state and its regulations. In most cases, they’re not transferable, but in some instances, the spouse or dependent child may qualify for a “survivor benefits pension.”

Additionally, if the pension is explicitly a single-life pension, a beneficiary will not be included, and you will not be able to get your dad’s retirement pension.

Additional Factors for Pension Transfers

Each pension type has slightly different rules regarding how the beneficiaries can receive the pensions after the person’s death. The main things affecting the amount of the pension transferred are the age of when the person died and if the person made any withdrawal from the pension.

For example, defined contribution pensions can be transferred to beneficiaries tax-free if the person dies before age 75 and has not begun collecting on it. The beneficiaries will have up to two years to claim it and decide if they want it as a lump sum, drawdown investment or an annuity.

Pensions will typically provide the most if the person dies before they retire and has not collected any money.

It’s also important to emphasize some pensions will not take any beneficiary, especially if they’re a single-life pension.

How to Claim Pension Benefits as a Beneficiary

how to claim pension benefits as a beneficiary

Here are some pointers on how you should approach getting your dad's pension.

Notify the Pension Holder

Reaching out to the pension holder will help you determine if you are eligible for it to be transferred to you or not.

Be prepared to gather the necessary legal information to move things forward. You will need your dad’s social security number, full legal name, birthdate, and date of his death. You will also need some legal documentation of yourself to validate your identity.

You can use Trustworthy to keep all types of family documents safe and well-organized so this process can go smoothly.

If you successfully get it transferred, follow the next steps of the required process.

Submit Claim Paperwork

One of the things you will be expected to do is fill out a lot of paperwork. This will require you to have your dad's death certificate and a beneficiary designation form to complete the claim.

Keep track of all the important documents as you work on the paperwork. Hold on to everything you get back from the pension plan administrator.

Choose a Payment Form

Once all the paperwork is done, you should be able to transfer your dad's retirement pension into your ownership. Some pension plans will give you a choice of how you want it to be distributed.

Your payment options are typically a lump sum, period payments or an annuity. 

Financial planner at Prudential, Matthew Koppelman, explains:

"Under most plans, a non-spouse inherited pension plan would be paid out in a lump sum that could be moved to a Beneficiary IRA or Inherited IRA.” 

However, an additional rule here may delay the amount of time it takes to receive the inheritance. 

Koppelman notes:

"Per the Secure Act of 2019, an inherited IRA must be fully distributed by December 31st of the 10th year following the death of the original account owner."

Remember, you also need to pay taxes on your dad's retirement pension once it’s transferred. However, some pension rules have factors allowing you to collect the money tax-free depending on whether your dad died before he retired and if he ever withdrew money from it.

Speak With a Financial Advisor

Consulting with a financial advisor can help you plan ahead and make good decisions on what to do with your dad's retirement pension.

The sooner you consult with an advisor, the better. You should be considerate of your dad's retirement funds and use them responsibly. Discussing your goals with a financial advisor could help you find ways to invest that money and use it for a meaningful purpose.

Practical Tips to Get a Retirement Pension

practical tips to get a retirement pension

If you're struggling with where to begin collecting your dad’s retirement pension, these tips will help you get on the right track.

Stay Organized

Organization is key when it comes to transferring your dad’s retirement pension. You will need to collect and manage many legal documents in order to transfer your dad's pension to your ownership.

In addition, you should also take notes anytime you are on the phone with someone who is helping you with the transfer. Be prepared to follow instructions and write them down so you won't forget what you must do as you work toward your goal.

Follow Up Persistently

Getting a hold of the right people to help answer your questions or begin a process can be frustrating. You may have instances where the provision plan administrator isn't accepting or returning your calls.

The important thing is not to get discouraged and give up, even when you feel like you haven’t made much progress. If someone you are calling doesn't pick up the phone, always leave a detailed message with your name, the purpose of the call and your number.

They should reach back to you eventually.

Consult a Professional

If you begin to feel overwhelmed or discouraged about what to do next, consider contacting a professional who can help guide you.

Financial advisors or planners are generally a good choice of professionals to contact regarding information on transferring retirement pensions. Another possibility would be speaking with someone who specializes in life insurance plans.

Whoever you decide to reach out to, be sure they’re a reputable professional working in the area where you’re struggling to get answers.

Frequently Asked Questions (FAQs)

Who is entitled to a deceased person's Social Security?

State-provided retirement pensions are generally more strict on transferring benefits to another person. However, there are “survivor benefits,” which could lead to it being transferable to a spouse or child if they meet the right federal requirements.

How long does a pension last?

The pension type determines the duration of the pension. Defined benefit pensions are typically payments that last a lifetime. Defined contribution pensions, on the other hand, could be lifetime but also be a lump sum. Ultimately, defined contribution is determined by how much the person has contributed before retirement.

How is a pension paid out after death?

Pensions typically are paid out through monthly payments. However, some pensions also offer lump sum payments or are paid through other forms of annuities. Ultimately, the payment options are determined by the person’s pension rules.

How do inheritance pensions work with taxes?

Most inherited pensions will be taxed once they’re transferred, regardless of the payment type. However, there are certain exemptions where the money won't be taxed, such as if the person died before retirement and didn’t take any money out of the pension. Certain rules and restrictions apply to different pension types.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Related Articles

funeral planning timeline
funeral planning timeline
funeral planning timeline

Feb 20, 2024

Funeral Planning Timeline: How Long Does it Really Take?

writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband

Feb 15, 2024

Writing a Heartfelt Obituary for Your Husband: Inspiring Examples

planning your funeral
planning your funeral
planning your funeral

Feb 14, 2024

Planning Your Funeral: The Best Age To Start

crafting a loving obituary for your son
crafting a loving obituary for your son
crafting a loving obituary for your son

Feb 14, 2024

Crafting a Loving Obituary For Your Son: Meaningful Examples

improving communication between caregivers and doctors
improving communication between caregivers and doctors
improving communication between caregivers and doctors

Jan 18, 2024

Improving Communication Between Caregivers and Doctors

copy of a death certificate
copy of a death certificate
copy of a death certificate

Nov 29, 2023

Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?

original death certificate vs. certified copy
original death certificate vs. certified copy
original death certificate vs. certified copy

Nov 25, 2023

Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter

handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy

Nov 25, 2023

How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?

more then one eulogy at a funeral
more then one eulogy at a funeral
more then one eulogy at a funeral

Nov 25, 2023

Can There Be More Then One Eulogy at a Funeral? Etiquette Explained

parent retirement pension
parent retirement pension
parent retirement pension

Nov 24, 2023

My Dad Died, Can I Get His Retirement Pension?

death certificate copies
death certificate copies
death certificate copies

Nov 24, 2023

How Many Copies of a Death Certificate Should You Get?

can a eulogy be funny
can a eulogy be funny
can a eulogy be funny

Nov 24, 2023

Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples

receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

Nov 24, 2023

How Do You Receive Inheritance Money WITHOUT any issues?

tax refund of a deceased person
tax refund of a deceased person
tax refund of a deceased person

Nov 17, 2023

Who Gets The Tax Refund of A Deceased Person? An Accountant Answers

how to start a eulogy
how to start a eulogy
how to start a eulogy

Nov 17, 2023

How To Start a Eulogy: 15 Heartfelt Examples

son talking to elder parents seriously
son talking to elder parents seriously
son talking to elder parents seriously

Nov 14, 2023

How To Discuss End-of-Life Care With Parents (Simple Guide)

how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

Nov 14, 2023

How To Cancel a Deceased Person's Subscriptions the EASY Way

what should you not put in a eulogy
what should you not put in a eulogy
what should you not put in a eulogy

Nov 8, 2023

What Should You Not Put in a Eulogy (9 Things To Avoid)

how are estates distributed if there's no will
how are estates distributed if there's no will
how are estates distributed if there's no will

Nov 7, 2023

How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate

microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

Nov 6, 2023

Does Microsoft Word Have an Obituary Template?

how to post an obituary on facebook
how to post an obituary on facebook
how to post an obituary on facebook

Nov 6, 2023

How To Post an Obituary on Facebook: A Step-by-Step Guide

death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

Nov 6, 2023

Why Do You Need A Death Certificate For Estate & Probate Process?

correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

Nov 2, 2023

How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?

steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

Nov 2, 2023

12 Steps For Writing a Eulogy For Mom

steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

Nov 2, 2023

12 Steps for Writing a Eulogy for Dad

who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

Nov 1, 2023

Who Does The Obituary When Someone Dies?

Nov 1, 2023

How Late Is Too Late For An Obituary? 6 Steps To Take Today

how-much-does-obituary-cost
how-much-does-obituary-cost
how-much-does-obituary-cost

Nov 1, 2023

How Much Does It Cost To Publish An Obituary? Breaking It Down

reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

where do you post an obituary
where do you post an obituary
where do you post an obituary

Oct 30, 2023

Where Do You Post an Obituary: A Step-By-Step Guide

obituary vs death note
obituary vs death note
obituary vs death note

Oct 30, 2023

Obituary vs Death Note: What Are the Key Differences?

buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

Oct 5, 2023

Buying A House With Elderly Parent: 10 Things To Know

trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

Sep 14, 2023

I'm Trapped Caring for Elderly Parents

401k and minors
401k and minors
401k and minors

Oct 5, 2023

401(k) and Minors: Can a Minor be a Beneficiary?

How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

Sep 12, 2023

How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

Aug 3, 2023

The Essential Guide to Preparing for Retirement

Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

Jul 14, 2023

Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

Estate Planning: A Comprehensive Guide

Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
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

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
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

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
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

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
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

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
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

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

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
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
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

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?