Got word last night that a client has passed away. 30 year tax prep engagement.
Apparently, she didn't share her intentions with family members, who are now reaching out to me for advice/information. One immediate issue is they don't have her SSN for the death certificate. They do have access to her home, having forced entry with Law Enforcement to do a welfare check.
At this point, I think the extent of what I can offer is sympathy for their loss and advise them to engage counsel to assist them in determining how to proceed. Once there is a personal representative of the estate appointed, I can provide informaiton from her file as the PR is effectively the individual.
Have I got this right? I don't know if there are possible issues, but there is an estate, it does have value, and people do crazy things when money is involved.