Can I Access My Parents Accounts After They Die?
Handling Financial Matters After the Death of a Loved OneWhen a loved one dies, it can be very confusing to understand what you can and cannot do prior to opening a probate matter for the estate.
If you held the power of attorney for your family member during their lifetime, you need to know that the power of attorney is no longer valid after death. If your family member did not prepay for funeral expenses or set up a joint account to cover bills before probate, you may find yourself scrambling and paying bills from your own pocket. This means you should act as quickly as possible to get someone appointed as personal representative. If your loved one had a will, that person should be identified, and it can be a very simple process. Even so, it can take a few months to get the appointment confirmed by the probate court. If you have to pay funeral expenses or expenses of the estate out of pocket, however, you should know that this should be reimbursable from the estate when opened, even if your family member had other debts. Learn more here about what to do when a loved one dies. |
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Meet Our Estate Planning and Probate Lawyers
Emily Smith-Lee is the owner and founder of slnlaw. She is a 1996 graduate of Boston College Law School. She was previously a partner at the Boston office of a large international firm, where she worked for thirteen years before starting the firm that became slnlaw in 2009. She has been recognized as Massachusetts Superlawyer each year since 2013, and in 2018 earned recognition as one of Massachusetts Lawyers Weekly's Lawyers of the Year.
Jenna Ordway: Jenna is a 2013 graduate of Quinnipiac Law School, and also earned an LLM in Taxation from Boston University in 2015. She has been affiliated with slnlaw since 2011, first as a law clerk and then as an attorney. Jenna has been recognized since 2019 as a "Rising Star" by Massachusetts Superlawyers. Jenna wrote a book on estate planning: The Road to Peace of Mind: What You Need to Know About Estate Planning. Jenna has helped many individuals and families with planning to protect their legacies and loved ones, and planning for the future and succession of their businesses.
Sharleen Tinnin: Sharleen is a 2010 graduate of Northeastern University School of Law, and earned her LLM in estate planning from Western New England Scool of Law in 2016. She has been with slnlaw since 2023. Prior to joining slnlaw, she worked with King, Tilden, McEttrick & Brink, P.C. on complex civil litigation matters. She previously worked for the United States Department of Justice, and received an "Excellence in Justice" award in 2017. Sharleen has helped many clients with planning for their legacies and their future, and navigating the probate process in Massachusetts after the death of a loved one.
How We Can Help
Estate planning is often a difficult, yet critical, topic. What will happen to your assets when you are gone, how much of your legacy can be protected against estate taxes or other costs like the costs of long term care, and how to spare your family the time and cost of probate court are some of the most common questions.
There are additional questions people often have, like who you want to have medical and financial decision making power if you are incapacitated, how to handle complex family structures, estate planning considerations for a child with disabilities or special needs, how to take care of a surviving spouse and still ensure key assets are ultimately available for your children, and more.
Finally, you may find yourself needing to understand a loved one's estate plan, either when you are dealing with the aftermath of their passing or helping aging parents with their affairs. Understanding the scope of their durable power of attorney and health care proxy can be critical for you at this stage. It is also in many cases a window of opportunity for them to review their plans and make sure everything is set up to go smoothly after they are gone.
We're here to help you create the documents you need to achieve your goals, whatever they are. Whether you need a comprehensive estate planning package (a will, a trust, a durable power of attorney and a health care proxy) or something simpler, our experienced estate planning team can help you make a plan that meets your goals, protects your legacy, and gives you peace of mind.
You can use the button below to schedule a free information call with a member of our team and learn how to get started, or simply give us a call at (781) 784-2322.
There are additional questions people often have, like who you want to have medical and financial decision making power if you are incapacitated, how to handle complex family structures, estate planning considerations for a child with disabilities or special needs, how to take care of a surviving spouse and still ensure key assets are ultimately available for your children, and more.
Finally, you may find yourself needing to understand a loved one's estate plan, either when you are dealing with the aftermath of their passing or helping aging parents with their affairs. Understanding the scope of their durable power of attorney and health care proxy can be critical for you at this stage. It is also in many cases a window of opportunity for them to review their plans and make sure everything is set up to go smoothly after they are gone.
We're here to help you create the documents you need to achieve your goals, whatever they are. Whether you need a comprehensive estate planning package (a will, a trust, a durable power of attorney and a health care proxy) or something simpler, our experienced estate planning team can help you make a plan that meets your goals, protects your legacy, and gives you peace of mind.
You can use the button below to schedule a free information call with a member of our team and learn how to get started, or simply give us a call at (781) 784-2322.
Jenna Ordway
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