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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
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    • Avoiding Probate
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    • Employment Agreements
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    • Estate Planning Resources For Professional Advisors
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    • Schedule Strategy Session
    • Office Locations

When a Loved One Dies

Serving Clients in the Gilbert, Arizona Area

What Do I Need to Do When a Loved One Dies?
  • November 2, 2022
  • Estate Planning, Power of Attorney, Wills & Trusts
Gilbert Arizona estate planning attorney

BY: Jake Carlson

Jake Carlson is an estate planning attorney, recognized business leader, inspiring presenter, and popular podcast host. He is personable and connects immediately with others. A natural storyteller, he loves listening to your story and exploring what matters most to you.

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It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
  • Scroll Down to Read Article

What do I need to do when a loved one dies? The death of a loved one is hard to endure. It can become all-consuming. When someone you love passes, there are new matters that need to be addressed.

Kiplinger’s recent article entitled “A Checklist for What to Do (and NOT Do) After Someone Dies” says that it’s vital to handle these matters today and not put them off until some date in the future, which usually never comes until it becomes a crisis.

When a spouse dies and leaves their assets to the surviving spouse, the mistake many people make is that the surviving spouse often leaves the assets they inherited in their joint names or in their deceased spouse’s name.

As the years pass, the surviving spouse’s health may also begin to decline. The spouse frequently only survives a few years after the first decedent spouse.

When that happens, and the original spouse’s assets were not retitled, it can become an even more difficult process for the heirs.

This is how a typical scenario can play out: the father dies and leaves everything to the mother.

Mom calls everyone she can think of but misses several important matters. She then passes and the heirs now, while in a state of mourning, have to try to settle her affairs.

The issue is that they will now have a much more complicated task ahead of them than Mom did when she settled Dad’s affairs.

They’ll have several more steps to go through – because the mother never retitled some of the father’s original assets.

Mom unknowingly made a difficult job even harder on her heirs by not getting everything transferred over when her husband passed.

Speak with an experienced estate planning attorney to make sure you have your assets titled correctly when a spouse dies.

To learn more about estate planning in the East Valley, Gilbert, Mesa and Queen Creek, schedule your free consultation with Attorney Jake Carlson by using one of the links above.

Reference: Kiplinger (Aug. 24, 2022) “A Checklist for What to Do (and NOT Do) After Someone Dies”

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