A Checklist Of Things To Do After The Funeral
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★ Obtain certified copies of the death certificate, which are required for a variety of legal and
financial forms.
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★ Send thank you notes for those who sent flowers and donations or showed a special
kindness.
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★ Meet with the deceased's attorney to discuss the necessary legal processes.
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★ Notify the insurance companies and file all claims.
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★Apply for the appropriate social security benefits, veteran’s benefits and/or pension benefits. We will assist you with these items, if desired.
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★ Notify your accountant or tax preparer.
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★ Notify the deceased's stockbroker.
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★ Notify the deceased's bank.
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★ Notify the Department of Motor Vehicles to transfer titles on all vehicles, mobile home and boats registered in the deceased's name.
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★ Notify the credit card companies of the death.
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★ Contact the deceased’s employer and/or union.
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★ Contact any organizations with which the deceased had a membership or subscription.
While this list covers the most common items, there may be other unique items you will need to attend to. If you need help with these or any other needs, feel free to contact the funeral home for assistance.
