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What To Do Afterwards - A Checklist
Here are some helpful reminders to keep in mind:
If you need additional death certificates, let us know. We will be glad to order them for you or direct you to the appropriate county office.
File insurance claims for each policy held. Contact each company for a claim form (you will need a certified copy of the death certificate for each one)
File appropriate health insurance claims and notify them of the death that has occurred.
Notify your home, business, and automobile insurance companies.
Contact the Veteran’s Administration,
if applicable. Ask them about benefits, appropriate forms and procedures. (1-800- 827-1000)
Talk to your attorney about probating the will and making other necessary filings.
Make arrangements to update your will or living trust if necessary. If you don’t have an attorney, we can recommend one in your area.
Transfer assets into your name or trust, as appropriate.
Revise titles on your vehicle(s) and other titled property.
Contact your bank(s) for revising or closing out checking/savings accounts & safety deposit boxes.
Correct the tax identification number on financial accounts which are in the name of the deceased.
Cancel direct deposit payments that are in the name of the deceased.
Change beneficiaries on insurance policies, retirement accounts, savings bonds, etc.
Contact creditors for all mortgages, personal notes, credit card companies, etc. in which the name of the deceased is involved.
Change the account name for the certificates of deposit and other accounts in which the name of the deceased is involved.
Change ownership of joint or solely owned stocks and bonds.
Transfer or close I.R.A. and retirement accounts or other investments managed by brokers.
If your income will change significantly, you should make a plan for paying debts and obligations.
If needed, contact your Funeral Home to order a burial site marker or monument.
Have your Funeral Home help you with planning your own funeral, burial or cremation. Fill out and sign all documents in advance.
Note: This is only a suggested checklist. It is not intended to replace legal or financial counseling.
Acknowledging kindness
In the month after a funeral, it is customary to send thank you notes to friends and family who have served as pallbearers, made memorial donations, or sent flowers, mass cards, food or other condolence gifts. You can order acknowledgement cards through your funeral director. Short personal notes can be written on the acknowledgement cards. People tell us they sometimes find it hard to come up with the appropriate words for these thank you notes. Just a few lines are all that is needed to show that you and the family appreciate the kindness that has been shown to you.

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