Probate Checklist. Tips for Executors

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When taking care of the estate of a loved one who has passed, a number of agencies may need notification outside of probate. Here is a common list but not all of these will apply to everyone:  1. Social Security Administration; 2. Veteran’s Administration (if the decedent  formerly served in the military); 3. Defense Finance and Accounting Service (military service retiree receiving benefits); 4. Office of Personnel Management (if the decedent is a former federal civil service employee); 5. U.S. Citizen and Immigration Service (If the decedent was not a U.S. citizen); 6. State (OHIO) Department of Motor Vehicles (If the decedent had a driver’s license); 7. Credit card and merchant card companies; 8. Banks, savings and loan associations and credit unions; 9. Mortgage companies and lenders; 10. Financial planners and stock brokers; 11. Pension providers; 12. Life insurers and annuity companies; 12. Health, medical and dental insurers; 13. Disability insurers; 14. Automotive insurer; 15. Mutual benefit companies; 16. All three credit reporting agencies: Experian, Equifax, and TransUnion; 17. Any memberships held by the decedent (ex: health clubs, professional associations, clubs, library etc.) ; 18. You can also list the decedent on the Deceased Do Not Contact List, maintained by the Direct Marketing Association, which is a service that removes the decedent from all direct mailing lists; and 19. Your estate planning attorney. Lloyd Cohen, Attorney at Cohen Law Offices ww.LloydCohen.Com knows probate and serves Ohio counties of Franklin, Union, Delaware, Licking, Muskingum, Fairfield, Pickaway, Fayette and Madison; plus cities of Columbus, Marysville, Delaware, Newark, Zanesville, Lancaster, Circleville, London, Washington CH, and Grove City.


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