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*What is probate?
Probate is the legal process of executing a will. You’ll need to do this at a county or city probate court office. Probate court makes sure that the person’s debts and liabilities are paid and that the remaining assets are transferred to the beneficiaries.1
Settling an estate can be either simple or complicated. Regardless, this process takes time and doesn’t need to happen all at once. You may find it helpful to meet with an estate attorney or financial advisor to help make the process easier and, in some cases, faster. Remember to take care of yourself first and to ask for help throughout this process.
We would like to offer our sincere condolences for your loss. If your loved one has benefits with Sun Life, call us at 800-247-6875, Monday through Friday from 8 a.m. to 8 p.m. ET and we can help you with your claim. Information we will need:
We will reach out to your loved one’s employer for any additional information we need.
Grief has no time limit and can take a toll on your mental health. Below are a few different ways to find support:
1. Source: AARP ( June 2020). What to do when a loved on dies. https://www.aarp.org/home-family/friends-family/info-2020/when-loved-one-dies-checklist.html
In addition to life insurance, other types of insurers and companies may provide death benefits, such as accident, health, mortgage, loans, auto loans, credit cards.
This content is not to be considered legal advice. We recommend that you speak to an attorney or a CPA for settling any legal, estate, and/or financial affairs.
Group insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA) in all states except New York. In New York, group insurance policies are underwritten by Sun Life and Health Insurance Company (U.S.) (Lansing, MI).
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SLPC 31279 12/21 (exp. 12/23)