After Death Checklist

  • Make the Call
    • Notify either hospice of emergency services (911)
  • Contact the funeral home
  • Obtain 5-10 copies of death certificate
    • Enough to send to all major accounts (social security, banks, insurance, Veteran’s Administration, etc.)
  • Locate important documents
    • Will
    • Title Documents
    • Bank Statements
    • Deeds
    • Estate Documents
  • Review funeral plans or begin making them
    • As specified in will
  • Notify social security
  • Notify veterans administration (if applicable)
  • Contact attorney, accountant, and executor of estate (if applicable)
  • Contact the insurance companies & file claim with life insurance company (if applicable)
  • Contact employer
  • Notify credit card companies, pay bills and close accounts
    • Credit Cards
    • Utilities (electric, water, cable, etc.)
    • Subscriptions (magazines, newspaper, etc.)
    • Bills (mortgage, car payments, utilities, cell phone, etc.)
  • Forward mail at the post office (if applicable)
  • Inventory and distribute personal belongings
    • As specified in the will (if one exists)
  • Collect asset and liability information
  • File a final tax return
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