Sign up for our free 6-Day Course: "Dealing with a Will or Trust When Someone Dies"

Lesson 1: Wills and Trusts 101

Learn the basics of dealing with a will or trust after someone passes away. Get to know the important words and first steps to have a clear idea of what you need to do first.


Lesson 2: What to Do If There's a Will When Someone Dies

Find out what the job of the person in charge (executor) is and learn the basic tasks they need to do when handling an estate through probate.


Lesson 3:  Understanding the Successor Trustee's Role

Learn about what a successor trustee does and the basic duties they have when taking care of a trust.


Lesson 4:  Navigating Estate and Income Taxes  

Learn about the federal and Massachusetts state rules for income taxes that apply to managing a trust after someone has died. Find out what income counts for taxes, what you can subtract, and the tax breaks available to handle taxes properly.


Lesson 5:  Finalizing the Estate: Accounting and Releases of Liability   

​This lesson explains the final steps after someone dies, like telling the people who will receive something about everything that's happened since the death, all the way to giving out the person's assets. It also talks about how the person who was in charge can be officially done with their duties.

Lesson 6: Making Things Easier

Discover three steps you can take both before and after someone dies to make the process smoother for everyone involved.


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Knowing what to do after a family member passes away can make things less stressful by making it clearer what you need to do next and making sure their final wishes are respected. This helps you make the right choices, start healing, and feel more at ease.

​If you need more detailed advice, you can set up a free phone call with a law firm that specializes in handling wills and estates. They can help you figure out what steps to take next without any cost. Choose a date and time below to book it.