After a loved one passes away, it’s common for beneficiaries to wonder why distributions haven’t happened yet. In this episode, we explain the behind-the-scenes steps that must be completed before an estate can be wrapped up, starting with final income tax filings and required waiting periods built into the probate process.

You’ll learn how creditor claim periods, real estate sales, and the need to settle outstanding bills can significantly slow things down. We also discuss how probate timelines are designed to protect everyone involved, ensuring debts are paid and no unexpected claims surface after assets are distributed.

Finally, we dive into how estate tax filings and potential audits can extend the timeline even further, sometimes well beyond a year. Understanding these requirements can ease frustration and set realistic expectations during a difficult time. Follow the show for more clarity on estate and probate topics, and reach out if you need guidance navigating an estate from start to finish.