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The first month after an inheritance is when costly decisions are often made with incomplete information. This checklist provides a clear sequence to confirm who controls the assets, gather the documents your advisers will need, and avoid actions that can trigger unnecessary tax, delays, or disputes.

This guide helps you with:

  • Understanding why the first 30 days after an inheritance matter

  • Following a clear day-by-day sequence for the first month

  • Knowing what not to do to avoid tax, delays, or disputes

  • Collecting the key documents advisers will require

  • Answering the critical questions before making major decisions