Action Steps to Take When a Loved One Dies

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Coping with the loss of a loved one is difficult. To make important decisions during this time easier, consider following the task list provided in these checklists. The timeframes are only guidelines to help you set some priorities when the required number of tasks may be overwhelming. Because each situation is unique, it is recommended you consult with a professional (CPA and/or attorney) for specific assistance
in processing an estate.

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