Does Your Fiduciary Have the Information Needed to File a Death Certificate? When someone passes away, one of the first legal steps is completing the death certificate. It’s required for funeral arrangements, accessing financial accounts, claiming benefits, and beginning estate administration. As part of a well-prepared estate plan, it’s important to ensure your fiduciary—the person you’ve…
If you’re named the agent under someone’s power of attorney, the person gave you permission to step into their shoes and act on their behalf. Meet with an estate planning attorney to discuss your responsibilities and options.
