Trusted Resources

Helpful places to start, whether you are planning ahead or handling things after a loss.

After a loved one passes

• Social Security Administration: report a death and ask about survivor benefits. ssa.gov or 1-800-772-1213

• IRS, deceased taxpayers: final tax returns and estate tax basics. irs.gov

• California unclaimed property: search for money held by the state in your loved one's name. claimit.ca.gov

Courts and legal help

• California Courts Self-Help Guide: plain-language help with probate, wills, trusts, and conservatorships. selfhelp.courts.ca.gov

• State Bar of California: find a certified lawyer referral service near you. calbar.ca.gov

Choosing a professional fiduciary

• Professional Fiduciaries Bureau: check that a fiduciary is licensed in California. fiduciary.ca.gov

Protecting older adults

• Adult Protective Services: if you suspect abuse, neglect, or financial exploitation of an older or dependent adult, contact your county's Adult Protective Services. In an emergency, call 911.

Trusted professionals

Lara works with a network of local professionals, including attorneys, tax preparers, real estate agents, funeral homes, and cleanout crews. Ask during your free 30-minute call for a referral that fits your needs. Any business relationship is always disclosed up front.

These links are offered for information only and are not legal advice.