Basic checklist for after the funeral
- Obtain copies of the death certificate. A copy will be required for a variety of legal and financial forms.
- Send thank you notes for those who sent flowers and donations or showed a special kindness.
- Meet with the attorney of the person who has died to discuss the necessary legal processes.
- Notify the insurance companies and file all claims.
- Apply for the appropriate social security, veterans benefits and/or pension benefits.
- Notify your accountant or tax preparer.
- Notify the stockbroker of the person who has died.
- Notify the bank of the person who has died.
- 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.
- Notify the credit card companies of the person who has died. Contact the employer of the person who has died..