Decide if you would like a social gathering after the service (it’s not required, just so you know- do what is best for you and your family).If so, arrange for location and food as appropriate. Include information about the service, donation/flower requests, and any memorial websites being established in the obituary. Submit the obituary to the local newspapers as well as newspapers in areas your loved one had strong ties to. Make funeral/memorial/celebration of life arrangements.Anything else you come cross that seems important (better to have it and not need it rather than need it and not have it.) Safe deposit box information- location, key This includes copies of any credit card benefit statements (airline miles/points). Monthly bills, checkbooks, and credit cards. Major loan information, such as the mortgage, auto loans, and student loans Discharge papers related to military service Stock certificates and investment/brokerage statements Automobile titles and registration paperwork They may be able to arrange with the funeral home to help cover expenses if needed. Life Insurance should be contacted as soon as possible. Insurance Policies (health, home, auto, etc.). Birth Certificate, Marriage Certificate, Divorce Decree (as applicable) Social Security card, Driver’s License, and/or other ID cards Before depositing, be sure to make a copy of the Will first! If a Last Will & Testament is located, deposit the Will with County Clerk in the county where your loved one lived. Try to locate important documents, especially your loved one’s Last Will & Testament or Trust documents.Make sure any vehicles are parked in a secure and legal area and free of any food items. Identify if there are any dangerous items or conditions in/on the property(rodents, leaks, unsecured pools, firearms, medications, etc.). Cancel or suspend any newspapers or daily deliveries. Arrange for someone to pick up the mail until you can request the mail be forwarded. Secure the loved one’s property (if no family or if family will be staying elsewhere for the time being).Arrange for the care of any pets the loved one had.Arrange for the care of the loved one’s family, especially if there are minor/dependent children.Search for an address book or email list to assist you with contact information. Notify the immediate family and close friends of the loved one.If not readily available, search your loved one’s documents to determine if they have a prepaid burial plan.Call the funeral home, mortuary, or medical school to arrange transportation of the loved one.Time is of the essence, so notify medical staff as soon as possible. (Check their ID/Licene & Healthcare Surrogate document in case you’re not sure). Arrange for organ donation if that was the loved one’s wishes. To Do As Soon As Possible (Within 7 Days) If we can assist you or your family in any way, please let us know. The loss of a loved one can be a stressful and heartbreaking time. Consult an estate planning attorney in your area to verify exactly what needs to be done. But it should provide guidance on some of the more basic and fundamental issues that will need to be addressed. It is by no means an exhaustive list there are situations and details we haven’t even touched on. Have the loved one’s home cleaned if there’s no family or if the family isn’t staying in the property.This is a list to help you or someone you know function in the wake of losing a loved one.Cancel upcoming appointments, trips, or events the loved one was scheduled to have.□If a trip was prepaid, it is worth inquiring if a refund is available.If your loved one was a Service member, visit or call (855) 574-7286 to see if the loved one’s military service qualifies for memorial/burial benefits and survivor/dependent benefits.(This is sometimes done by the funeral home, but it would be better to check before you assume they’re handling).At this time, there is a one-time death benefit to the surviving spouse of $255.00 Contact the Social Security office and notify them of the passing.Notify the Election Board of the passing.Contact the state department of motor vehicles for specific guidance on the steps needed. Cancel the loved one’s driver’s license.Get copies of the death certificate from the funeral home.
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