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FINANCIAL WELLNESS COACH: Managing financial affairs after a loved one passes away (opens original article in a new tab)

TL;DR

The article provides guidance on managing financial affairs after a loved one's death, emphasizing obtaining a death certificate, locating a will, and reporting the estate to the court.

  • Obtain the death certificate and make certified copies for financial institutions
  • Locate the original will to determine estate administration and beneficiaries
  • Report the estate to the Master of the High Court with required documents

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