Financial advisors offer tips to simplify estate settlement for heirs

11 articles · Updated · Barron's · May 7

Advisers from Brava Financial, Oxford Financial Group, USAA and others say heirs need roadmaps, checklists, key contacts and help locating accounts, deeds and digital assets.
They say settling an estate often takes at least a year, with grief, taxes, probate, property issues and family dynamics adding complexity even when wills or trusts are in place.
Recommended support includes survivor-relations teams, tax and real-estate professionals, and estate-sale specialists, while families are urged to pre-plan funeral details, letters of wishes and which belongings to keep.

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