title>Tax Guru-Ker$tetter Letter Wizard Animation


Tax Guru-Ker$tetter Letter
Friday, May 05, 2006
Tracking Down Decedent's Things



Subject: question
We need to help a family member track down his assets (bank accounts, CDs, etc.)  His wife had taken care of all this, and since her death several
years ago, he has lost track of important details.
Do you have any suggestions as to who we might hire to help us do this on his behalf?
Thank you,


It's been a while since I mentioned Mark Colgan's excellent resource for people in your situation, his Survivor Assistance Handbook.  It is packed with tips on how to take care of matters such as tracking down a decedent's various assets. 

You can order the handbook from Mark's website

Good luck.

Kerry Kerstetter


Thank you so much for your helpful reply!!

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