Introduction
When a loved one passes away, most people are unprepared for what comes next. Executors, administrators, and trustees are suddenly responsible for legal steps, paperwork, family communication, and major decisions, often while still grieving.
In this video, Kim Ward and Ashlie Rivera walk you through the key steps to settling an estate, so you can avoid confusion, reduce stress, and move forward with confidence.
You'll understand:
- What to do first after a death
- Which documents to locate and file
- Who needs to be notified and when
- How to handle the home, assets, and ongoing expenses
- How to communicate clearly with beneficiaries
If you’re responsible for settling an estate, this video provides clarity, structure, and reassurance during a difficult time.
One conversation can help you feel more confident and supported through the process.



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