I inherited recently

There is no requirement to make every long-term financial decision at once. First identify the personal representative or trustee, the assets involved, how each is titled, and what has actually transferred to you. Keep estate money separate from money you own personally.

Create a document list: death certificate, relevant estate or trust documents, beneficiary confirmations, account statements, valuations, and written notices. Keep sensitive documents offline. This site does not accept uploads.

Ask the estate attorney about probate, creditor notices, disclaimers, and legal election deadlines. Ask the CPA about final returns, estate or trust returns, and inherited-account distributions. Ask the custodian what documents and beneficiary account titles are required before requesting a transfer.

Not all decisions can wait. An uncompleted year-of-death RMD, a beneficiary election, a tax return, or a court notice can require prompt attention. Use the actual date of death and written instructions rather than a general internet timeline.

The attorney handles legal rights, probate, and legal documents. The CPA addresses tax filing and tax treatment. The financial advisor addresses investment and retirement planning within the scope of their engagement. SBC provides education and marketing, not those licensed services.