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

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