free e-Book estate administration & probate

What to do When a Loved One Dies

Download our comprehensive guide and checklist and ensure you don’t miss any of the important steps that need to be taken in the wake of a loved one’s passing.

Gain access to this helpful guide and checklist and ensure you are taking all the right steps after your loved one passes away.

Our What to do When a Loved One Dies guide was developed by estate planning attorney Tammi M. Caress, and includes a thorough checklist of what to do, when to do it, and how to do it…


13 steps to take right away


7 major mistakes to avoid


Which steps to take in the first 1-3 days of your loved one’s death


Steps that need to be taken within 10-days of a loved one’s death


What to look for, who to notify, and other considerations that may not be obvious upon the passing of your loved one


Comprehensive checklists to ensure you cover all of your bases and are fully prepared for the estate administration or probate processes

Coping with the loss of a loved one is difficult enough. We hope the information in this free guide will help you focus on what you need to do—and what you may wish to delegate to friends and family—after the passing of a loved one.


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Portland, OR 97225