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Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri

Bogleheads On Investing Podcast

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Navigating Estate Management

This chapter explores the critical responsibilities of an executor when managing an estate, emphasizing the importance of organizing essential documents like wills and death certificates. It provides guidance on creating a filing system for both digital and physical documents, as well as the necessity of taking detailed notes throughout the process. Furthermore, the discussion includes practical steps for notifying relevant entities and establishing a dedicated bank account for the estate to manage finances effectively.

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