Checklist Upon Death
A Practical Checklist Upon the Death of a Loved One
- Obtain copies of Death Certificate
- Make copies of dated obituary notice
- Make copies of newspaper articles
- Obtain Certificates of Appointment (if you are filing as executor, administrator or in any other fiduciary responsibility)
- Check contents of safe deposit box
- Review will with attorney and proceed with filing
- Make copies of marriage certificate
- Make copies of birth certificates (yours and deceased's)
- Compile list of heirs, next of kin, beneficiaries (include full names and addresses)
- Assemble life insurance policies
- Locate military records
- File for Social Security and Veteran's benefits
- File for life insurance benefits
- File for Fraternal, Union & Association benefits
- File for employer benefits
- Contact creditors
- Check health insurance continuation
- Review your will
- Pre-arrange your services
- Establish credit in your name
- Transfer car title into your name
- Review life insurance policy beneficiaries
In this section
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