• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Levine, Furman & Rubin, LLC

East Brunswick Estate Planning Attorneys

Attend a Free Seminar 732-238-6000
  • Home
  • Our Firm
    • Advantages of Working With Our Firm
    • Attorneys and Staff Profiles
    • Communities We Serve
      • Mercer County
      • Monmouth County
        • Freehold Township, New Jersey
      • Middlesex County
        • East Brunswick
        • Edison
        • Monroe Township
        • Old Bridge Township
      • Ocean County
        • Jackson Township
        • Lakewood
    • Founding Attorneys
    • Multimedia
    • News & Events
    • Our Services
    • Speaker Connection
  • how we can help
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Wealth Planning
    • LGBTQ Estate Planning
    • Loss of a Loved One
    • Special Needs Planning
    • SECURE Act
    • Trust Administration & Probate
  • elder law
    • Caregiver Guidance
    • Coping With Alzheimer’s
    • Medicaid Planning
    • Veteran’s Benefits
  • Seminars
  • RESOURCES
    • DocuBank
    • Educational-Alerts
    • Elder Law Reports
    • Estate Planning Articles
      • The Importance of Retirement Planning
      • Reasons to Create a Living Trust
      • What to Include in Your Will
    • Estate Administration Consult Form
    • Newsletters
    • Pre Consultation Form
    • Reports
    • Special Needs Resources
    • Trust Administration And Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Trust Administration & Probate Definitions
  • Reviews
    • Our Reviews
    • Review Us
  • Blog
  • Contact Us
Home » Blog » Simple Steps to Take After the Loss of a Loved One

Simple Steps to Take After the Loss of a Loved One

May 30, 2022 by Levine Info

It’s hard to think about, but there’s likely to come a point in your life when you lose a loved one. It’s challenging on many fronts, but the ability to take the right steps at the right time can relieve a little bit of stress.

While there’s no right or wrong way to approach this difficult time, here are some basic steps you may need to take:

  • Review your loved one’s will: For example, if your spouse passes away, their will provides a better idea of what comes next. The probate process may be necessary, and you could be the one responsible for carrying it out (if you’re the executor).
  • Review your loved one’s trust: In addition to (or in replacement of) a will, your loved one may also have a trust. In this case, the trust administration process comes next. And if you’re named as the trustee, you’re responsible for a variety of duties and responsibilities, such as notifying beneficiaries. On the plus side, assets held in a trust are not subject to probate .
  • Determine if they died intestate: This means that the person did not have a will or trust at the time of their death. As a result, the estate is subject to intestacy laws and it will go through the probate process. At this point, you have no control over what happens to the estate, as it’s based on the laws set forth by the state of New Jersey.

Along with the above, remember this: you’re going through a difficult time, so you shouldn’t push yourself to the limit. You must give yourself time to grieve, or it could take a toll on your mental and/or physical state.

If you have questions about what to do after the loss of a loved one, contact us for guidance and advice.

  • Author
  • Recent Posts
Levine Info
Latest posts by Levine Info (see all)
  • Simple Steps to Take After the Loss of a Loved One - May 30, 2022
  • Here’s Why You Shouldn’t Create Your Living Trust Online - May 24, 2022
  • How to Get Over Your Fear of Estate Planning - May 20, 2022

Primary Sidebar

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

NEWSLETTER SUBSCRIPTION

FOLLOW US

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

WHERE WE ARE

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

MAP

Map

SATELLITE OFFICE

Jackson (Satellite Office)
19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055

OFFICE HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

Map/Location

Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Jackson (Satellite Office)

19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055
Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.
Privacy Policy | Terms of Service | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys
© 2022 Levine, Furman & Rubin, LLC. All Rights Reserved.