Administering the estate of a loved one is never a welcomed task. It is a task that many carryout knowing that they are following their loved one's last wishes. However, being the personal representative or successor trustee will at times seem overwhelming. There are many things, which must be carried out, that are seldom recognized before being put in that position. One such thing is dealing with the deceased's mail.
One of the first things you should do as a newly appointed personal representative of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is ask the post office to forward the deceased person’s mail to your address. Unfortunately, along with important pieces of mail – statements, bills, and refunds – many not-so-important pieces – catalogs, solicitations, and plain old junk mail – will end up in your mailbox.
On the other hand, you may have purchased a home from a deceased person’s estate or trust and have received some of their mail at your new address.
If you shared the mailing address with the deceased person or if you are the new owner of the deceased person’s home, write “Deceased, Return to Sender” on any mail addressed to the deceased person and leave it in your mailbox for pick up.
Remember it is a federal offense to open and read someone else’s mail, so if you’re not a legal representative of the deceased person, don’t open their mail!
If you need help with the administration of a loved one's estate, please contact us to schedule a consultation.
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