At Bononi & Company, we understand the loss of a loved one, especially a parent, can be a difficult and overwhelming time for many. That is why our office offers in-depth consultations to clients who are facing the loss of a loved one. These consultations discuss the next steps and often involve discussions of opening an estate, probating a Will, what to do if there is no Will, how to handle the disbursement of a loved one’s assets as well as the filing of an inheritance tax return.
In order to prepare for this consultation, you will want to locate any estate planning documents your loved one had, as well as keep track of any mail that is received which could impact the estate. You will also want to make sure to keep track of any bills that are paid, including the funeral bill and any final medical expenses that may have occurred.
Our office can help you navigate these next steps, discussing all options in order to make the estate process as simple as possible and to ensure everything is handled properly with ease. We personally walk each client through the estate process, working to create a sense of security in an already difficult time.
If you have any questions about the topic discussed in this video, or any estate law matter, please give us a call at Bononi & Company 724-832-2499.