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re: General Information for handling deceased parents estate.

Posted on 2/25/24 at 8:03 am to
Posted by KWL85
Member since Mar 2023
1238 posts
Posted on 2/25/24 at 8:03 am to
Sorry for your loss. Their financial advisor will assist if they used one. My parents had a safety deposit box at bank and at home that had info. I also went thru 12+ months of bank statements to find annual payments they were making.

We can all make this easier by keeping a financial statement up to date and make sure executor and some family are aware of it. If you don't use a financial statement, then a list of financial accounts is helpful.
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