(208) 666-1065  ph
(208) 667-4930 fax

302 E. Linden Ave. | Ste. 101
Coeur d'Alene, Idaho 83814
home taxes business education estates and trusts retirement social security links   contact
The Probate Process: 9 to 12 Months After Death



  1. Set up any trusts as outlined in the will.
  2. Distribute remaining assets to all beneficiaries.
  3. The federal income tax return is due on tax day (typically April 15) of the year following death.
    State filing deadlines vary, so check with your local tax office.
  4. Notify the bank to close the estate checking account.
  5. Review and update your own estate plan.


sign up for our newsletter

Check our latest published newsletters or read through our archive. If you are interested in accounting updates in your industry, we'd like to have you on our mailing list.





home | taxes | business | education | estates & trusts | retirement | social security | links | contact

(208) 666-1065 | 302 E. Linden Ave. | Coeur d'Alene, ID 83814
Copyright© www.frankcloviscpa.com all rights reserved.

created and maintained by Savvy Marketing, Inc.