Survivor's Checklist After Death

Although your grief after the death of a friend or family member can make it difficult to focus on tasks, you must still attend to several things that need to be done immediately after a death occurs, and in the weeks and months that follow.

Survivor's Checklist Survivor's Checklist
  • At the Time of Death, Make the Right Call

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  • Contact a Funeral Home

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  • Review Funeral Plans or Begin Making Them

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  • Contact Attorney, Accountant and Executor of Estate

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  • Contact Employers

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  • Contact Social Security

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  • Contact the Veterans Administration

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  • Contact Life-Insurance Companies and File a Claim

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  • Notify Credit-card Companies and Pay Off Balances

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  • Discontinue Utilities

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  • Forward Mail at the Post Office

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  • Find Estate Documents

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  • Locate Important Financial Documents

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  • Collect Asset and Liability Information

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  • Inventory and Distribute Personal Belongings

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  • File the Deceased's Final Tax Return

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This checklist was created by tommiller01

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