{"id":2104,"date":"2026-04-01T21:15:30","date_gmt":"2026-04-02T02:15:30","guid":{"rendered":"https:\/\/www.funeralocity.com\/blog\/?p=2104---44664104-705d-4479-b54f-9f6fce21ce21"},"modified":"2026-04-01T21:15:30","modified_gmt":"2026-04-02T02:15:30","slug":"after-the-funeral-all-you-need-to-know-about-inheritance-property-and-taxes","status":"publish","type":"post","link":"https:\/\/www.funeralocity.com\/blog\/after-the-funeral-all-you-need-to-know-about-inheritance-property-and-taxes\/","title":{"rendered":"After the Funeral: All You Need to Know about Inheritance, Property, and Taxes"},"content":{"rendered":"<p>The number of decision-making processes after a funeral may surprise you. There\u2019s paperwork to locate, accounts to settle, and resolutions to finalize. Planning a funeral is an intense process in itself, so it\u2019s important to stay organized when dealing with post-funeral matters to avoid feeling overwhelmed.<\/p>\n<p>Here\u2019s a useful summary on what you need to know about inheritance, property, and tax issues after the funeral.<\/p>\n<p><!--more--><\/p>\n<h2><span style=\"color: #13377e;\">Post-Funeral Paperwork: Wills and Trusts<\/span><\/h2>\n<p>The most important documents to identify quickly are the deceased\u2019s last will and testament and\/or estate plan. Locating the will should occur before the funeral (if possible), but the process can take some time, especially if you\u2019re not sure the deceased person had a will.<\/p>\n<p>If minor children are left behind, a will identifies a legal guardian. If a guardian is not named in the will, the decision of custody is left up to the courts. A will also lists beneficiaries, appoints a legal executor, and provides instructions on property and asset distribution.<\/p>\n<p><a href=\"http:\/\/time.com\/money\/4300166\/checklist-estate-planning-documents\/\" target=\"_blank\" rel=\"noopener noreferrer\">Estate planning documents<\/a> \u2013 such as a revocable living trust or financial power of attorney \u2013 are crucial sources of information regarding the decedent&#8217;s final wishes about personal and\/or business estate. For people with sizeable estates or complicated family hierarchies, trusts are usually better options than wills.\r\n    <div class=\"single-content-banner\">\r\n                                    <div class=\"single-content-banner__shortcode\">\r\n                            <div class=\"input-search-wrapper input-search-wrapper--bottom\">\r\n            <h2 class=\"title-search\">See funeral home prices in your area<\/h2>\r\n            <div class=\"input-search search-home\">\r\n                <input placeholder=\"Enter your City or ZIP Code\" type=\"search\" class=\"addressMain\">\r\n                <button type=\"submit\" class=\"blue-button\">\r\n                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/themes\/funeralocity\/dist\/images\/icons\/search-button.svg\">Search\r\n                <\/button>\r\n            <\/div>\r\n            <span class=\"small-text\">Use zip code for more precise search results<\/span>\r\n        <\/div>\r\n                    <\/div>\r\n                        <\/div>\r\n<\/p>\n<h3><span style=\"color: #13377e;\">How to Find the Deceased\u2019s Will<\/span><\/h3>\n<p>To discover if your loved one wrote a will, start by searching through their personal papers and files at home and at work. If you don\u2019t find anything there, look for a safe deposit box and request access. Family members or close friends might be helpful, along with the deceased\u2019s lawyer (if applicable). As a last option, you can check local probate court records to see if a will was filed while the deceased was alive.<\/p>\n<p>If the deceased had a large estate, they likely made arrangements with an estate planning advisor and named an executor. The executor is responsible for managing the estate according to the instructions of the deceased and will have access to the necessary documents after the funeral.<\/p>\n<h2><span style=\"color: #13377e;\">After the Funeral: Inheritance<\/span><\/h2>\n<p><img width=\"760\" height=\"390\" data-public-id=\"Inheritance\/Inheritance.jpg\" loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-post-2104 wp-image-2111\" src=\"https:\/\/res.cloudinary.com\/funeralocity\/images\/w_760,h_390,c_scale\/f_auto,q_auto\/v1599020021\/Inheritance\/Inheritance.jpg?_i=AA\" alt=\"After the Funeral: Inheritance - Funeralocity\" data-format=\"jpg\" data-transformations=\"f_auto,q_auto\" data-version=\"1599020021\" data-seo=\"1\" srcset=\"https:\/\/res.cloudinary.com\/funeralocity\/images\/f_auto,q_auto\/v1599020021\/Inheritance\/Inheritance.jpg?_i=AA 760w, https:\/\/res.cloudinary.com\/funeralocity\/images\/w_300,h_154,c_scale\/f_auto,q_auto\/v1599020021\/Inheritance\/Inheritance.jpg?_i=AA 300w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><br \/>\nAn inheritance is defined as possessions or property gained from someone\u2019s death. Immediate family members often inherit their loved one\u2019s legacy, but people with no relation to the decedent may also be named as beneficiaries. Beneficiaries find out about their inheritance from the estate executor, though the actual distribution is not instant. Although it sounds simple, the actual process of receiving an inheritance can be long and complex.<\/p>\n<p>If the deceased named beneficiaries in his\/her will, the will must first go through probate. Probate is the legal process where courts determine how the decedent\u2019s assets and property are distributed (according to the will\u2019s instructions). Probate can take a long time, so beneficiaries shouldn\u2019t expect to receive their inheritance immediately after the funeral. In cases where the <a href=\"https:\/\/www.uslegalwills.com\/blog\/notorious-wills-of-the-rich-and-famous\/\" target=\"_blank\" rel=\"noopener noreferrer\">will is contested<\/a>, it can take years before an outcome is reached.<\/p>\n<p>Beneficiaries should be aware that inheritance taxes may be due on any money or property received. Inheritance tax is a state tax that is paid by the person who inherits a legacy, but only six states (Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania) currently impose inheritance taxes. The tax rate depends on the total value of the assets, however, depending on their relationship to the deceased, certain people may be exempt from paying inheritance tax.<\/p>\r\n    <div class=\"single-content-banner\">\r\n                                    <a href=\"https:\/\/funeralocity.com\/average-funeral-price\" class=\"single-content-banner__image\">\r\n                    <img decoding=\"async\" class=\"desktop\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/uploads\/2024\/08\/Banner_1_desktop.png\" alt=\"Compare the cost of funerals in your city\">\r\n                    <img decoding=\"async\" class=\"tablet\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/uploads\/2024\/08\/Banner_1_tablet.png\" alt=\"Compare the cost of funerals in your city\">\r\n                    <img decoding=\"async\" class=\"mobile\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/uploads\/2024\/08\/Banner_1_mobile.png\" alt=\"Compare the cost of funerals in your city\">\r\n                <\/a>\r\n                        <\/div>\r\n\n<h2><span style=\"color: #13377e;\">After the Funeral: Property Arrangements<\/span><\/h2>\n<p>The executor named by the will is responsible for carrying out all the deceased\u2019s final wishes, including property transfers and distributions. Estate executors play a significant role in managing estate affairs and finalizing the decedent&#8217;s real and personal property arrangements.<\/p>\n<ul>\n<li>Property valuation &#8211; The executor calculates the gross value of all the assets and property in the deceased\u2019s estate. This includes all bank, investment, and retirement accounts, as well as real estate properties, business interests, and personal effects.<\/li>\n<li>Property transfers &#8211; After a death, property transfers depend on probate, trust terms, title ownership, and <a href=\"https:\/\/www.thebalance.com\/community-property-states-3193432\" target=\"_blank\" rel=\"noopener noreferrer\">community property laws<\/a>. To avoid premium lapses, insurance companies should be notified of any changes in ownership.<\/li>\n<li>Estate debts &#8211; Outstanding debts left by the deceased will be paid out of the estate assets. The executor may need to sell property to cover all the financial obligations, which may lower the final distribution to beneficiaries.<\/li>\n<\/ul>\n<p>In addition to physical assets and property, the deceased likely owned various digital assets such as email addresses, social media profiles, and internet accounts. The family should create a plan about <a href=\"https:\/\/www.funeralocity.com\/blog\/2018\/08\/22\/how-to-manage-a-digital-legacy-after-someone-dies\/\" target=\"_blank\" rel=\"noopener noreferrer\">how to manage their loved one\u2019s digital legacy<\/a>.<\/p>\n<h2><span style=\"color: #13377e;\">After the Funeral: Taxes<\/span><\/h2>\n<p><img width=\"760\" height=\"390\" data-public-id=\"after-the-funeral-taxes\/after-the-funeral-taxes.jpg\" loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-post-2104 wp-image-2109\" src=\"https:\/\/res.cloudinary.com\/funeralocity\/images\/w_760,h_390,c_scale\/f_auto,q_auto\/v1599019953\/after-the-funeral-taxes\/after-the-funeral-taxes.jpg?_i=AA\" alt=\"After the Funeral: Taxes - Funeralocity\" data-format=\"jpg\" data-transformations=\"f_auto,q_auto\" data-version=\"1599019953\" data-seo=\"1\" srcset=\"https:\/\/res.cloudinary.com\/funeralocity\/images\/f_auto,q_auto\/v1599019953\/after-the-funeral-taxes\/after-the-funeral-taxes.jpg?_i=AA 760w, https:\/\/res.cloudinary.com\/funeralocity\/images\/w_300,h_154,c_scale\/f_auto,q_auto\/v1599019953\/after-the-funeral-taxes\/after-the-funeral-taxes.jpg?_i=AA 300w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><br \/>\nAs the saying goes, nothing is certain except death and taxes. A <a href=\"https:\/\/www.irs.gov\/businesses\/small-businesses-self-employed\/deceased-taxpayers-filing-the-final-returns-of-a-deceased-taxpayer\" target=\"_blank\" rel=\"noopener noreferrer\">final individual income tax return<\/a> must still be filed after someone dies. According to the IRS, the tax return should be prepared in the same manner as when the person was alive, and all income up to the date of death must be reported. The decedent can claim all credits and deductions to which they are entitled, and the person filing the tax return on behalf of the deceased may also claim a refund if one is available.<\/p>\n<p>Surviving spouses are also eligible for specific tax breaks, including filing under the \u201cmarried filing jointly\u201d category for two years after the death of their spouse. Qualifying widows and widowers also receive special tax considerations on jointly-owned investments.<\/p>\n<p>After the funeral, an estate income tax return may be required. The IRS considers the decedent and their estate to be separate taxable entities, and if the deceased\u2019s estate generates more than $600 in annual gross income, an estate income tax return needs to be filed.<\/p>\n<p>An estate income tax return differs from a federal estate tax return. The majority of estates don\u2019t owe estate taxes after someone dies because the current federal estate tax exemption is $5.49 million. Due to this threshold, very few estates end up filing a federal estate tax return.\r\n    <div class=\"single-content-banner\">\r\n                                    <a href=\"https:\/\/funeralocity.com\/cremationclub\" class=\"single-content-banner__image\">\r\n                    <img decoding=\"async\" class=\"desktop\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/uploads\/2026\/05\/cc-price.svg\" alt=\"Advanced directive planning - for peace of mind\">\r\n                    <img decoding=\"async\" class=\"tablet\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/uploads\/2026\/05\/cc-price-t.svg\" alt=\"Advanced directive planning - for peace of mind\">\r\n                    <img decoding=\"async\" class=\"mobile\" src=\"https:\/\/www.funeralocity.com\/blog\/wp-content\/uploads\/2026\/05\/cc-price-m.svg\" alt=\"Advanced directive planning - for peace of mind\">\r\n                <\/a>\r\n                        <\/div>\r\n<\/p>\n<h2><span style=\"color: #13377e;\">If You Need Assistance, Ask for It<\/span><\/h2>\n<p>After a funeral, there\u2019s often a lot of work when it comes to finalizing taxes, property transfers, and inheritance distributions. It helps if your loved one made advance plans to get their personal affairs in order and document their final wishes. Those who leave behind a will or trust often choose an executor to carry out their instructions, easing the burden for those left behind.<\/p>\n<p><span style=\"font-weight: 400;\">The work of the family, and the executor especially, can be daunting. Good preparation on documents like the will, power of attorney, and the \u201cWhen I Die\u201d folder can really help, but ultimately most executors will need some help.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.sunsetapp.com\/?utm_source=memoria&amp;utm_medium=referral&amp;utm_campaign=funeralocity\">Sunset is an automated tool to assist in the estate closure process<\/a>. First, Sunset will help executors prepare with its free Asset Discovery Tool. With this software, Sunset can instantly gather a list of bank accounts, property titles, insurance, retirement accounts and other assets belonging to the deceased. Getting that roadmap is the first step of the journey. Sunset can also help close out these assets if extra help is needed. The tool is available on both <a href=\"https:\/\/www.sunsetapp.com\/welcome?utm_source=memoria&amp;utm_medium=referral&amp;utm_campaign=funeralocit\">iPhone<\/a> and <a href=\"https:\/\/www.sunsetapp.com\/welcome?utm_source=memoria&amp;utm_medium=referral&amp;utm_campaign=funeralocity\">Android<\/a> and they offer full support.<\/span><\/p>\n<p>If handling paperwork and estate planning decisions is too difficult, ask someone you trust or work with a lawyer to help you finalize things. It\u2019s important to avoid unnecessary stress in a time of grief, but try to get as much done after the funeral to limit problems later on.<\/p>\n<p>For information on <a href=\"https:\/\/www.funeralocity.com\/blog\/2018\/10\/24\/sorting-personal-belongings-of-a-loved-one\/\">how to manage your loved one\u2019s belongings after the funeral<\/a>, learn more on Funeralocity.com.<\/p>\n<h2>What do I do if my loved one didn\u2019t have a will?<\/h2>\n<p><span style=\"font-weight: 400;\">Without a will in place, families can spend $12,000 or more for an attorney to settle their loved one\u2019s estate. Funeralocity recommends saving thousands of dollars by using online resources such as <\/span><a href=\"https:\/\/trustandwill.sjv.io\/c\/4196483\/1627786\/11883\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Trust &amp; Will<\/span><\/a><span style=\"font-weight: 400;\"> to help you through each step<\/span><span style=\"font-weight: 400;\">. Trust &amp; Will\u2019s county-specific probate guidance makes it easy to gather the right documents and take the necessary next steps to settle the estate even though there was no will. We like that it offers three packages to choose from, ranging between $600 to $5,000 depending on the level of support you\u2019d like.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The number of decision-making processes after a funeral may surprise you. There\u2019s paperwork to locate, accounts to settle, and resolutions to finalize. Planning a funeral is an intense process in itself, so it\u2019s important to stay organized when dealing with post-funeral matters to avoid feeling overwhelmed. See funeral home prices in your area Search Use [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":2108,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_cloudinary_featured_overwrite":false,"footnotes":""},"categories":[524],"tags":[],"class_list":["post-2104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-funeral-cost"],"acf":{"recommended_post":[],"slide_image":false,"excerpt":"The number of decision-making processes after a funeral may surprise you.","show_on_page":["home","memorials"]},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.7 (Yoast SEO v17.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Legal Things to Take Care of After the Funeral | Funeralocity<\/title>\n<meta name=\"description\" content=\"What legalities need to be finalized after the funeral? Discover everything you need to know about inheritances, property arrangements, and taxes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.funeralocity.com\/blog\/after-the-funeral-all-you-need-to-know-about-inheritance-property-and-taxes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"After the Funeral: All You Need to Know about Inheritance, Property, and Taxes\" \/>\n<meta property=\"og:description\" content=\"What legalities need to be finalized after the funeral? 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