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notwhereyouare | 1 year ago

something of note though, if it's with a specific funeral home, plan to follow up with them yearly to make sure they are still around. Dad found that out the hard way when his mom passed. He called up the funeral home and the number was disconnected.

He had to scramble NYE to find somebody to take the body and then scramble and replan everything because the funeral home had been investigated by the state after a fire and was no longer operational

discuss

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Balgair|1 year ago

Also, make sure to do with with Wills and Trusts. Going through probate is a nightmare.

https://www.investopedia.com/terms/p/probate.asp

Also, if you can, just put your loved ones as joint users on your banking accounts. That way when you die, it just rolls over to them without much hassle. I know not everyone has that kind of trusting relationship, but if you do, this is one little way to enjoy the fruits of it.

wiredfool|1 year ago

And don't leave your will in your safety deposit box, because they may need the will to legally open it.

(at least in Massachusetts, 15 years ago)