Estate & End of Life | Legal Advice

Continuing Care

Fill out the form below to receive our series of Transitional Care Guides that will help you work through all of the necessary tasks to settle your loved one’s accounts and other details.

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Download Your Individual Estate Record

Who to notify if I die? Your personal history. Veterans information. Location of important documents. Download this document to help organize your important information.

Bank Accounts

What is to be done with bank accounts after a death varies regionally. In some regions, bank accounts are automatically frozen after a death. To avoid complications, notify the bank immediately. They will help with procedures for releasing these funds, and how to set up a new account for funds received after the death.

Death Certificates

Certified Death Certificate may be necessary proof needed for settling an estate. Financial assets, pension benefits and life insurance claims are a few examples.

How do I write a will?

Everyone knows they should have a will, but only about 30% of us do it. Creating a will is fairly inexpensive and easy to do. Once you are done you can rest easy knowing your assets will be distributed according to your wishes.

What is Probate?

Probate is the legal process that transfers the legal title of property from the estate of the deceased to their beneficiaries.

What is the role of the Executor?

An executor is a personal representative of your estate. They are in charge of managing your assets, paying off debts, and distributing those assets to your beneficiaries as stated in your will.

QUESTIONS?

 We can help – Call Bartolomeo & Perotto Funeral Home at 585-720-6000

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