After Death Checklist

People handling the affairs of a deceased person have significant legal duties and obligations. Failure to handle matters properly can result in the loss or depletion of assets and have serious legal and financial consequences including personal liability, loss of inheritance rights, civil penalties, and in extreme cases, jail time.

This checklist is for anyone involved in administering the affairs of a deceased person including: family members, executors, personal representatives, trustees, and others. It will also be helpful for professional advisors so that they can give effective guidance and assistance to those responsible for the tasks outlined in this checklist.