What happens after someone passes away from an estate planning perspective is often more complex than families expect. Beyond the emotional impact, there are legal, financial and administrative steps that must be handled carefully — many of which happen behind the scenes.

In this video, Richard Morgan, attorney at Morgan & DiSalvo, P.C., walks through what actually happens when someone passes away from a legal and estate-administration perspective.

He explains:

• What it means to “close” someone’s affairs and open new ones
• How estate planning impacts whether probate is required
• Why assets, debts, beneficiaries, and creditors all matter
• The required steps that happen whether probate is involved or not
• Why the process isn’t necessarily difficult, but it does take time and coordination

This video is designed to give families clarity during an overwhelming moment and help them understand what to expect when settling an estate.