Basic Checklist for After the Funeral

Basic checklist for after the funeral

  1. Obtain copies of the death certificate. A copy will be required for a variety of legal and financial forms.
  2. Send thank you notes for those who sent flowers and donations or showed a special kindness.
  3. Meet with the attorney of the person who has died to discuss the necessary legal processes.
  4. Notify the insurance companies and file all claims.
  5. Apply for the appropriate social security, veterans benefits and/or pension benefits.
  6. Notify your accountant or tax preparer.
  7. Notify the stockbroker of the person who has died.
  8. Notify the bank of the person who has died.
  9. Notify the Department of Motor Vehicles to transfer titles on all vehicles, mobile homes, and boats registered in the name of the person who has died.
  10. Notify the credit card companies of the person who has died. Contact the employer of the person who has died..

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