Managing Assets After a Spouse's Death: What to Know About Retitling

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Managing Assets After a Spouse's Death: What to Know About Retitling. When your spouse passes, jointly held assets like real estate or bank accounts often need to be retitled solely in your name. You'll typically file an affidavit of survivorship with a certified death certificate. For vehicles, the DMV requires specific forms. Watch out for assets that bypass probate, like those with a transfer-on-death designation. Each institution has its own process, so call ahead to ask what documents they…