Checklist Upon Death

A Practical Checklist Upon the Death of a Loved One

• Obtain copies of Death Certificate

• Make copies of dated obituary notice

• Make copies of newspaper articles

• Obtain Certificates of Appointment (if you are filing as executor, administrator or in any other fiduciary responsibility)

• Check contents of safe deposit box

• Review will with attorney and proceed with filing

• Make copies of marriage certificate

• Make copies of birth certificates (yours and deceased's)

• Compile list of heirs, next of kin, beneficiaries (include full names and addresses)

• Assemble life insurance policies

• Locate military records

• File for Social Security and Veteran's benefits

• File for life insurance benefits

• File for Fraternal, Union & Association benefits

• File for employer benefits

• Contact creditors

• Check health insurance continuation

• Review your will

• Pre-arrange your services

• Establish credit in your name

• Transfer car title into your name

• Review life insurance policy beneficiaries

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