Legal and Financial Matters

After a death there are many legal details to sort out. A lawyer isn't required, but one is strongly recommended. The time after a loss is emotional, and a lawyer can help keep the peace in a family.

Documents to gather

Before you meet with a lawyer, gather your loved one's will, deeds, bank statements, insurance policies, vehicle and boat titles, and tax documents.

Wills, probate and executors

A will usually names an executor to settle the estate. Probate is the court process that confirms the will and oversees how the estate is settled. A lawyer can tell you whether probate is needed.

Bank accounts and benefits

Contact banks and insurers to report the death. A surviving spouse or dependent child may be eligible for a one-time $255 Social Security payment and monthly survivor benefits. Contact details are on our helpful local contacts page.