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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.
At the Time of Death, Make the Right Call
Contact a Funeral Home
Review Funeral Plans or Begin Making Them
Contact Attorney, Accountant and Executor of Estate
Contact Employers
Contact Social Security
Contact the Veterans Administration
Contact Life-Insurance Companies and File a Claim
Notify Credit-card Companies and Pay Off Balances
Discontinue Utilities
Forward Mail at the Post Office
Find Estate Documents
Locate Important Financial Documents
Collect Asset and Liability Information
Inventory and Distribute Personal Belongings
File the Deceased's Final Tax Return
This creates a private checklist in your account.