Whitehouse & Company CPA's
The Probate Process: 9 to 12 Months After Death

Establish trusts as needed Distribute remaining assets File final income tax returns Close the estate schecking account Review your own estate plan
  1. Set up any trusts as outlined in the will.
  2. Distribute remaining assets to all beneficiaries.
  3. 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.
  4. Notify the bank to close the estate checking account.
  5. Review and update your own estate plan.

Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011