The probate process: 9 to 12 months after death
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- Set up any trusts as outlined in the will.
- Distribute remaining assets to all beneficiaries.
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The federal income tax return is due on tax day (typically April 15) of the year following death.
State filing deadlines vary, so check with your local tax office. - Notify the bank to close the estate checking account.
- Review and update your own estate plan.