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What To Do When a Loved One Dies | Settling An Estate

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Horizon Real Estate & Probate and Trust Help

Have you lost a loved one and are now faced with setting an estate? It can be hard to know what to do when a loved one dies. Not only are you grieving, but there are many facets of the decedents life that still need to be managed. This is why i've narrowed down the task for you, and hopefully helped you to focus on the top 10 most important areas when settling a loved ones estate.

Top 10 things to be aware of when settling an estate:

0:47 #1 Find the will, secure it, and the decedent's home
1:53 #2 Have the will filed with the court
2:17 #3 Notify all agencies
3:43 #4 Inventory the assets and appraisal
4:12 #5 Communicate with the beneficiaries
5:29 #6 Take good care of the assets
5:55 #7 Collect money owed to the estate
6:10 #8 Pay any bills
6:55 #9 Deal with the taxes
7:10 #10 Distribute the assets

Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.

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Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.

If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 6197410111.

I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus Sheshe (that’s my grandma name) to the two cutest, smartest and busiest kids.

AGENTS – Interested in becoming a Certified Probate Real Estate Advisor?
Visit www.ProbateBiz.com

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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.

If you want to talk with me about San Diego real estate, fell comfortable calling me at 6197410111 or email me at [email protected]

California DRE license #01218310

posted by Psycleconleldly