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Estate Planning

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

Paper shredding
Trustworthy icon

Larry Li

Apr 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

Pile of documents

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

Stack of papers

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.

Resource Hub

Estate Planning

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

Paper shredding
Trustworthy icon

Larry Li

Apr 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

Pile of documents

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

Stack of papers

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.

Resource Hub

Estate Planning

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

Paper shredding
Trustworthy icon

Larry Li

Apr 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

Pile of documents

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

Stack of papers

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

Try Trustworthy free

View pricing

No credit card required.

Try Trustworthy today.

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

Try Trustworthy free

View pricing

No credit card required.

Try Trustworthy today.

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

Try Trustworthy free

View pricing

No credit card required.

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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?