The purpose of the survivor's assistance checklist is to help you begin to manage details after the loss of a loved one. This list is not exhaustive. Please contact us if you need assistance with legal issues after death.

Immediately After Death
□ Make Organ Donation, if applicable
□ Notify Relatives and Friends
□ Notify Clergy and Funeral Director
□ Check for Pre-Arranged Funeral
□ Protect Against Burglary
□ Obtain Death Certificates
□ Do Not Use Car (Uninsured)
□ Track Visitors, Gifts, Donations
□ Contact Social Security Re: Death
Gather Legal Papers
□ Last Will & Testament
□ Revocable Living Trust
□ Divorce Decrees, if any
□ Deeds to Property
□ Mortgages or Land Contracts
□ Promissory Notes
□ Corporate and/or LLC Documents
□ Any Contracts in Decedent’s Name
Personal Affairs
□ Distribute Personal Property
□ Donate/Dispose of Clothes and Other Items
□ Honor Charitable Pledges
□ Talk to Attorney Before Terminating Car Lease and Cell Phone
□ Cancel Utilities and Subscriptions
□ Cancel Credit Cards
Gather Asset Information
□ Bank Account Statements
□ IRA and/or Retirement Statements
□ Brokerage Account Statements
□ Certificate of Deposit
□ Stock and Bond Certificates
□ Credit Card Statements
□ Automobile Title
□ Check Register – Past 3 years
Collect & Distribute Assets
□ Claim Benefits (SS, VA, Life Ins.)
□ Itemize Safe Deposit Box
□ Talk to Attorney about Selling or Transferring Assets, and Changing Title on Assets
□ Maintain Cash Reserves
□ Obtain Receipts for Distributions
□ Talk to Attorney Before Paying Unpaid Bills
Gather Tax & Insurance Information
□ Property Tax Statement
□ Tax Returns - Past Three Years
□ Homeowner’s Insurance
□ Life Insurance
□ Automobile Insurance
□ Long-Term-Care Insurance
□ Contact Accountant
□ File Income Tax Returns
Gather Personal Papers
□ Birth Certificate
□ Social Security Card
□ Passport
□ Driver’s License
□ Marriage Certificate
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