Estate Planning 101

What happens to my H&R Block when I die?

September 13, 2023

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You've used H&R Block services to navigate the complex world of taxes. From filing your annual tax returns, claiming deductions, to seeking expert tax advice - your H&R Block account has been a valuable resource on your financial journey. But have you ever pondered about what happens to your H&R Block account when you die?

Like other tax preparation firms, H&R Block also provides options to manage your account after your demise. The two primary choices include: Account Closure and Continuing Tax Services.

Account Closure

Upon your demise, H&R Block allows your legal representative or a family member to close your account. This process involves settling any outstanding fees and discontinuing future services, ensuring your financial legacy is well managed.

Continuing Tax Services

If your estate or family members require continued tax services after your death, H&R Block can provide assistance with estate tax returns, inheritance tax, and other related services. This ensures your tax obligations are properly managed and reduces the burden on your loved ones.

While these options allow you to manage your H&R Block legacy, they require careful planning, and communication with your loved ones and legal representatives. This is where Snug comes into play.

At Snug, we are committed to helping you manage your financial legacy and organize all of life's details in a secure and streamlined manner. Our platform allows you to make arrangements for account closure or continued tax services after your death. We ensure that your wishes are clearly communicated to eliminate confusion and potential disagreements among your loved ones.

But Snug is not just about managing your H&R Block afterlife. We provide a comprehensive approach to estate planning, assisting you in managing your digital assets, financial affairs, and end-of-life wishes in an intuitive and secure platform.

Our services include:

  1. Digital Estate Planning: We assist you in cataloguing your digital assets, including social media accounts, emails, and online banking, and deciding their fate after your death.
  2. Document Storage: Store your crucial documents such as wills, trusts, and insurance policies on our secure platform.
  3. End-of-Life Planning: Record your preferences for funeral arrangements, organ donation, and other end-of-life decisions.
  4. Legacy Projects: Create projects that capture your life story and values to pass on to future generations.

In our increasingly digital world, managing your financial affairs after death is as crucial as any other end-of-life arrangement. With Snug, you can confront this reality, ensuring that your financial legacy aligns with your wishes and provides a space of comfort and security for your loved ones.

Snug is not just about planning for death; it's about celebrating life and ensuring that your legacy continues to inspire, both in the hearts of your loved ones and in the world of finance.