A Survivor’s Checklist
What to do when a loved one dies
Immediately Following The Death
Locate loved one’s important documents:
- Will/Trust
- Birth Certificate
- Social Security Card
- Marriage License
- Military Discharge Papers (DD214)
- Deed to Burial Property
- Copy of Funeral Prearrangements
- Life Insurance Papers
Within One Month Of The Death
- File claims with life insurance companies.
- Contact the Social Security Administration and other government offices that were making payments to the decedent. Inquire about eligibility for spousal benefits.
- Notify the registrar of voters.
- Cancel deceased’s prescriptions.
- Cancel all social media accounts and retain pictures if need be.
- Contact the department of motor vehicles to cancel driver’s license and transfer titles to registered vehicles.
- If the deceased was a veteran, inquire about benefits from the VA.
- Contact the deceased’s employer. Inquire about company benefits such as 401K, pension…
- Check for life insurance benefits available through credit cards or loans.
- File any outstanding claims for health insurance.
- Obtain deceased’s outstanding bills.
- Advice all creditors in writing that the death occurred.
- Update beneficiaries on your life insurance policies
- Locate paperwork for necessity for the settlement of their estate:
- Trust information
- Real estate deeds and titles
- Stock certificates
- Loan paperwork
- Bank accounts
- Retirement accounts