35
WHAT DO I DO NOW?
In the midst of emotional upheaval brought on by the prolonged illness and death of a loved one, the surviving individuals confront the additional task of the complex legal, financial, and social tasks following a death. This information offers some suggestions for getting through this difficult period and a checklist of tasks. If you would like to seek the advice of an estate planning attorney, please call the Four Seasons Foundation at 828.513.2440. NECESSARY DUTIES, TASKS & CHECKLISTS • The immediate need for every person is an adequate and accessible source of funds. Check with the bank to see how the death of your loved one has affected any accounts. Depending upon how these accounts have been set up, you may be able to withdraw 50%-100% of the funds before the estate is settled. The survivor’s individually held accounts are not affected. • You must decide which tasks to undertake yourself and which to leave to the professionals. This can be difficult. When in doubt, turn to your attorney, banker, tax advisor, or other trusted individual. • Dishonest people read obituary notices and prey on grieving families. Be wary of anyone offering at- tractive deals, or claiming the deceased promised or owed them money. Before you sign anything, ac- cept delivery on anything, or give money to anyone, consult your lawyer, your minister, your Care Team, or a knowledgeable and trusted friend.
866.466.9734
FourSeasonsCare.org
Four Seasons
Made with FlippingBook - Online catalogs