Caregivers Article


Losing a Spouse or Parent

You may be overwhelmed with grief right now. You may want to leave the administrative matters for a later day. But there are notifications and legal steps that should not be postponed.

  • Make funeral and burial arrangements.
  • Obtain several copies of the death certificate.
  • Gather relevant documents, such as the will, insurance policies, trusts, and stock, bank account and annuity statements.
  • Contact the Social Security Administration (if the deceased was an eligible recipient).
  • Send a notification and death certificate to the director of health services (if the deceased was a AHCCCS recipient) within 90 days after the death.
  • Notify any life insurance companies of the death.
  • Contact the trustee of any trust and/or the attorney who prepared it.
  • Contact the executor of the will and/or the attorney who prepared it.
  • Call the administrator of the decedent’s pension plan.
  • Notify the decedent’s banks and financial institutions.
  • Contact credit card companies.
  • Be sure that insurance or Medicare claims have been processed before paying any medical bills.

Comments:

QUESTIONS

  • My late husband suffered from Alzheimer's Disease when he borrowed money and signed documents that deeded his home to another person. That person refuses to return title of the home to my late husband's estate even though the loan was paid off in full. What are my rights?
  • if I pay for a friend to bring in food and she charges a small fee for preparation -is she considered an employee and do I need to pay taxes?
  • I want to request a change in power of attorney from my sister to myself. My father is in a nursing home, and i do not feel my sister is capable of making good decisions for our father. Do you know what form I would fill out to request this change in Power of Attorney?
  • How do I begin to file probate if there is no will?
  • I have been mostly supported by my spouse the last few years. After a heart attack, I am no longer able to work and trying to get on social security so I can eventually receive medicare. Social security told me that I have not worked enough quarters the last 15 years to qualify. What about all the years before that?
  • I have conservatorship and guardianship for my dad. I am the trustee of my dad`s trust. how do I get him out of the court system?
  • I live in another state, mother lives in AZ. are all POA's from state to state? Do I need to get a POA from AZ for her?
  • Power of attorney form
  • My boyfriend's grandmother moved in with us about a year ago. We go on vacation in NY every year. She wants to stay here alone. Her doctor said she was no longer able to live alone.I don't want her to stay here alone:. My boyfriend is her POA and he is okay with her staying here while we are gone. My question is if anything happens to her while we are away., such as a fall, fire, break in anything really are we liable? What are the laws on this and where can I find information on my legal responsibility?
  • I am in probate I hga ve a title that is in my maiden name and my deceased mother had a lien on it with the department of dmv probate said I had to get legal advice how to lift this lien off this title because she has to no the lien amount because its taxable but dmv said they don't require a amont on lien can someone help me please what do I need to do

STORIES

  • He told me that I could actually get all the money I needed by using my home as collateral. . .
  • Age discrimination in the workplace. . .
  • I just helped my mother, age 89, deal with her Medicare HMO. . .

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    www.pimacountybar.org
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