Settle — Full Plan (Lo-Fi)

Overall progress 36%

Phases

1. Immediate ............... 6/6 ✓

2. First Two Weeks ............... 5/5 ✓

3. Financial Accounts ............... 3/8 ← now

4. Property & Legal ............... 0/7

5. Benefits & Claims ............... 0/6

6. Final Steps ............... 0/6

Phase 1 — Immediate (First 48 Hours)

6 of 6 ✓

→ Expand to see tasks

Phase 2 — First Two Weeks

5 of 5 ✓

→ Expand to see tasks

Phase 3 — Financial Accounts

3 of 8 complete

✓ Close joint credit card Feb 12

✓ Transfer utility accounts Feb 18

✓ Cancel subscriptions (7/7) Feb 22

Settle handled automatically

→ Call First National Bank TODAY

→ Transfer brokerage account WAITING

Waiting on bank letter

○ Close individual credit card BLOCKED

Available after bank closure

○ Update mortgage to survivor ~Mar 10

○ File final bank paperwork BLOCKED

After all accounts processed

Phase 4 — Property & Legal

0 of 7 · Starts ~Mar 10

○Transfer car title

○Update home deed

○File probate (if required)

○Resolve outstanding debts

○Close business accounts

○Update voter registration

○Return passport to State Dept

Phase 5 — Benefits & Claims

0 of 6 · Starts ~Mar 20

○Claim life insurance

○Apply for SS survivor benefit

Est. $1,840/month

○Check unclaimed property (IL)

Est. $340

○Apply for VA burial benefit

Est. $2,000

○File final income tax return

○Claim pension benefits

Potential benefits found

One-time: $2,340 identified
Ongoing: $1,840/month Social Security

Phase 6 — Final Steps

0 of 6 · Starts ~Apr 15

○File estate tax return

○Distribute assets per will

○Close estate bank account

○Final accounting to heirs

○File closing documents

○Archive all records

Key Dates

Apr 14 90-day bank deadline URGENT

Apr 15 Tax filing deadline URGENT

Jul 14 Insurance claim window closes

Jan 14 Probate deadline (2027)

Documents on File

✓Death certificate (10 copies)

✓Will

✓Bank account list

✓Life insurance policy

12 documents total · View all →