The Probate Process: 9 to 12 Months After Death
- Set up any trusts as outlined in the will.
- Distribute remaining assets to all beneficiaries.
- The federal income tax return is due on tax day
(typically April 15) of the year following death.
State filing deadlines vary, so check with your local tax
office. - Notify the bank to close the estate checking
account.
- Review and update your own estate plan.
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