Meurer Law Offices, P.C., serves clients in Denver, Greenwood Village, Centennial, Aurora, Littleton, Englewood, Arvada, Westminster, Broomfield, Parker, Castle Rock, Lone Tree, Sheridan, Elizabeth, Kiowa, Lakewood, Parker, Highlands Ranch, Denver County, Arapahoe County, Adams County, Douglas County, Jefferson County, Colorado.
PRACTICE AREAS - ESTATE PLANNING
Estate Planning Services
Checklist For What To Do When Someone Dies With A Will
Contact surviving family members to inform them of the death and to insure that each of them has a friend
available who can share with them the next hours of grief.
- Contact a funeral director and known clergy to make an appointment to discuss funeral arrangements.
- Contact immediate family, close friends, business colleagues, and employers.
- Arrange for care for any family members residing at descendant’s house.
- Arrange for care for any family pets at descendant’s house.
- Obtain the descendant’s important papers.
- Contact our office for a consultation. Keep in mind a Will must be lodged with the Clerk of Court having
jurisdiction of the Estate within 10 days after death pursuant to C.R.S. section 15-11-516. A tax return may be due within 9 months of death.- Contact descendant’s employer to review employee benefits that may be available
- If descendant was receiving Medicare, notify the local office.
- Contact life insurers and begin processing the descendant’s claim. Find out what payment options the descendant may have available.
- Contact descendant’s Social Security office for benefit options for children and/or spouse or to cancel.
- If there is a surviving family member; investigate making a claim for survivor’s benefits. If emergency cash is needed a cash advance may be available from life insurance benefits.
- If descendant was in the military service, notify the Veteran’s Administration. Surviving relatives may make claim for death or disability benefits.
- Obtain a small ledger and keep track of all money that you spend. This information is needed for tax returns.
- DO NOT change the title of any assets until after you speak to your accountant and attorney.
- Obtain safety deposit information and secure the assets.
- Secure the descendant’s tangible and personal property for later inventory.
- Confirm that all real and personal property (including the home and motor vehicles) belonging to the descendent are adequately insured in the event of fire, theft, loss or natural disaster.
If an emergency exists with respect to any estate assets, consider the appointment of special administrator under C.R.S. section 15-12-614 through -618. Such a special administrator may be appointed formally by the court without notice if it appears that an emergency does exist. 
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Meurer Law Offices
5347 S. Valentia Way, Suite 220
Greenwood Village, Co. 80111
303.991.3544
Estate Planning Attorney
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MEURER LAW OFFICES, P.C.
5347 South Valentia Way, Suite 220
Greenwood Village, CO 80111
Phone: 303-991-3544
