Modern Estate Planning Blog

The next step in our series on how to administer the estate of a loved one is one that is often time-consuming and confusing. It involves trying to figure out if your loved one’s employers offered any type of benefit to the surviving spouse or children upon death.

In order to do this, you must contact the human resources department at your loved one’s place of employment. What is often overlooked, however, is the fact that you need to check with all previous places of employment, not just the company where your loved one last worked before his or her death. There is a chance that the decedent’s family may still be eligible to receive death benefits under a corporate plan.

While talking with the human resources department at each company, make sure to also ask about any 401(k) accounts, pensions, or stock benefits that many have been overlooked.

In order to ensure that the distribution is handled properly, you should also speak with an attorney before requesting any payout of the benefits.

As an attorney who handle wills and estates in Fair Oaks, CA on a daily basis, I understand that this is not an easy task to complete, especially when you are in the midst of mourning your loved one. Let us help you by providing you with a free consultation and a breakdown of what we can do to make the process easier on your family. Call us today at (916) 241-9661.