Checklist Of To-Do’s After Someone Passes Away
- Contact a funeral home or mortuary to make arrangements for the deceased.
- Notify close family members and friends.
- Obtain multiple copies of the death certificate.
- Notify the employer, if applicable.
- Notify relevant government agencies such as Social Security, Medicare, and the Department of Veterans Affairs.
- Notify banks, credit card companies, and other financial institutions.
- Probate the will
- Close or transfer accounts in the deceased’s name.
- Contact the person’s attorney and/or accountant to discuss any outstanding legal or financial matters.
- Locate important documents such as the will, insurance policies, and property deeds.
- Arrange for the transfer of any property, such as a house or car, if necessary.
Note: This checklist is not exhaustive and the specific steps you need to take may vary depending on your jurisdiction and the individual circumstances. It’s also important to take care of your own well-being during this difficult time by seeking support from friends, family, or a counselor.
