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EstateManagerPRO: Planning, Preparing, and Managing when Someone Dies

The Brock Law Office wants share our experience by providing a complementary online step-by-step process describing what to do before, during, and after the time when somebody dies. To start, click the link below.

Go to EstateManagerPRO site

What can EstateManagerPRO do for me?

Every year over 2 million American families face the question "what do I do when somebody dies" and may not have a clear idea of what to do next when a loved one passes. When someone close to you dies you will no doubt have feelings of being overwhelmed. Fortunately, the Brock Law Office and a qualified network of referral professionals are ready to assist with:

 

  • Access to a complete roadmap of what to do when
  • Listings of pre-screened, trusted service providers
  • Access to library of forms to help organize your estate

Where to turn when someone dies?

The Brock Law Office's online estate management and preparedness tool can facilitate the transition when someone dies. It's an easy unique web-based solution offering a step-by-step guide and secure online checklist that explains what to expect and how to get immediate support and advice from trusted service members such as estate tax and legacy planning professionals, as well as grief counselors, funeral homes, and much more.

Whether an unexpected death occurs or you had the opportunity to share your loved one's final moments, our collabortive internet-based tool available 24x7 can help with the life-changing events when someone dies. The Brock Law Office's resources cover a variety of topics to help plan ahead and become as prepared as possible to handle the difficult time when someone you love dies and family, friends, and business associates face a life transition.
 

Planning and preparing for the time when when someone dies?

Now is the best time to plan for your own passing or that of a loved one. The Brock Law Office's comprehensive resource will walk you through the steps, including topics such as how to reduce or avoid probate, understand the funeral rule, to how to communicate your wishes regarding dependents, art collections, and pets. When someone dies it is either expected or an unexpected loss and planning ahead will help in this difficult time. Some of the benefits of using our resource include:

    * Estate tax planning
    * Building your legacy plan
    * Investment and money management
    * Retirement planning
    * Life insurance
    * Charity giving and philanthropy
    * Understand, write, and store a will
    * Securely store and preserve backup copies of important documents and have them available 24/7

With our online resource, no stone is left unturned. Checklists are made and recorded; professional advisors needed to administer the complexities of estate administration are identified and documented. Funeral plans are created using helpful guidelines and appropriate ways to pass on information are documented. This important tool is yet another way the Brock Law Office delivers service that exceeds expectations.
 

Frequently asked questions about "What to do when someone dies"

When someone dies, we often hear similar questions from clients. We've included some of these in our Frequently Asked Questions section below.

Q: Are there online resources to help create a checklist in the event I or somebody in my family dies?
A: Our online checklist allows you to register for free, login, and save your status on each of the steps one must go through when someone dies. This information can then be shared family and friends in a collaborative "social networking" way with trusted family members or friends.

Q: When someone dies, who can provide immediate assistance regarding financial issues?
A: The Brock Law Office is prepared to offer you advice and support through the entire process - from estate planning, wills, and trusts; to support during the time of loss, to financial advice after someone dies and an executor has to adminster the estate.

Q: If I lose a loved one and have an inheritance who can provide immediate assistance regarding philanthropy and charity giving?
A: The plans created with the Brock Law Office and network of trusted referral partners can help you with your goals of maximizing the philanthropy and charitable giving while minimizing your estate and inheritance taxes.

Q: Do you know of trusted resources to help me with things such as Estate tax planning, life insurance and retirement plans?
A: In addition to the services of the Brock Law Office, there is a directory of providers in categories such as Accountants/CPAs, Financial Planners, Funeral Homes, and hospices as well as more details about referral partners recommended by the Brock Law Office.

Q: I am not sure what to do when someone passes away, can you help recommend a planning resource for me?
A: The step-by-step process in the EstateManagerPRO tool provides a checklist itemized with about 100 steps for estate planning, preparation, and the estate administration processes associated with probate.

Q: Is it possible to avoid probate?
A: Yes, in many cases you can reduce or avoid probate by doing the right things before, during, and after the time when someone dies.

Q: What is the funeral rule?
A: This rule, which is further explained in our online guide will help you reduce the cost of a funeral when someone dies.

Q: Who do I turn to for questions regarding medicare, social security, and medicaid?
A: Our online directory will help you search for providers who can help you.

These questions and many others can be answered by our online step-by-step estate planning, preparedness, and estate administration tool.


Brock, Robinson & Associates assists clients with Estate Planning, Wills, Trusts, Special Needs Planning, Pet Trusts, Probate & Estate Administration, and Family Business Preservation in Chino, California as well as Chino Hills, Inland Empire, Pomona, Rancho Cucamonga, Ontario, Montclair, Diamond Bar, West Covina, Covina, Glendora, San Dimas, La Verne, Claremont Fontana, Riverside, Colton, Corona, San Bernardino, Redlands, Orange, Brea, Yorba Linda, Fullerton, Hacienda Heights, Eastvale, Norco, Mira Loma, Alta Loma, Upland, Rialto, Highland, Loma Linda and Grand Terrace in San Bernardino County, Los Angeles County and Orange County.



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| Phone: 866-529-4632

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