7 essential steps for personal representatives after a loved one passes

Becoming a personal representative for a loved one’s estate is a big responsibility. We explain the 7 essential steps to take after a loved one passes away, including managing estate finances, organizing personal belongings, and preparing the property for sale. This is a roadmap for navigating this process.

Learn how to communicate with beneficiaries, handle legal documentation, and seek professional guidance to ensure a smooth process. Plus, we emphasize the importance of self-care and using this experience to plan your own estate.

Whether you’re new to probate or looking for expert advice, this video is a comprehensive guide to help you honor your loved one’s legacy.