There are six types of elder abuse that families must be aware of when caring for a senior family member - physical, emotional, sexual, financial, neglect and abandonment. Estate settlement deals with all the financial assets of a testator and therefore is vulnerable to financial abuse. Families and executors should be aware of any ownership or will changes that appear to be made without clear consent from the testator. Legal counsel should be considered if there are any discrepancies related to financial abuse.
What you need to know
What to do when a loved one dies
When people die, they leave behind a life that must be closed out. Don't tackle it all alone. From planning the funeral to tackling the legal & financial estate, here's an ultimate checklist of all the things an executor needs to do following the loss of a loved one.
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After all, being a fiduciary isn't something that's just learned— it's a mindset that's demonstrated, tested and enduringly earned.
That's why Atticus is built around a community of passionate executors, attorneys, wealth advisors, probate clerks and other professional fiduciaries.
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Join our mission to support families through some of life's most difficult events as we foster financial literacy for fiduciary topics like probate, estate planning, estate administration & inheritance.
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