© 2017 by Lynne N. Clark, PC

Things to do When a Person Dies

_____   Notify immediate family and close friends

 

_____   Evaluate the emotional impact on the surviving spouse, children and close relatives and friends; arrange for support

 

_____   Deal with donation of the bodily organs to an “organ bank,” as appropriate

 

_____   Arrange care for dependents, if any

 

_____   Notify attending physician

 

_____   Arrange care for pets, if any

 

_____   Evaluate the need for security at Decedent’s residence

 

_____   Have Post Office hold mail, if necessary

 

_____   Find perishable property (food, plants, etc.) and arrange for care or disposal

 

_____   Find and review Decedent's expressed funeral and burial wishes

 

_____   Notify agent under any power of attorney

 

_____   Prepare and arrange for obituary

 

_____   Arrange for mortuary, cemetery, burial, cremation, as appropriate

 

_____   Notify other members of family and friends

 

_____   Keep records of all payments for funeral and other expenses

 

_____   Locate safe deposit box(es); follow safe deposit box procedures

 

_____   Locate wills, codicils, trusts

 

_____   Locate Life insurance policies

 

_____   Locate income tax returns for the last 3 years

 

_____   Locate gift tax returns, if any

 

_____   Locate other important documents, relationships, accounts, investments, etc.

 

_____   Advise Social Security and other agencies as appropriate

 

_____   Investigate social security benefits

 

_____   Investigate veterans burial allowance and other benefits

 

_____   Investigate employee benefits, including accrued vacation pay, death benefits, final wages, retirement plans, deferred        _____   compensation, medical reimbursements

 

_____   Investigate Keogh and IRA accounts, including Designations of Beneficiary

 

_____   Investigate business, partnership and investment arrangements

 

_____   Retain and meet with an Elder Law attorney regarding estate or trust administration, tax and accounting matters

 

_____   Obtain death certificates (ask attorney how many might be needed)

 

_____   Deal with file, theft, liability and auto insurance on Decedent’s property

 

_____   Work with an attorney to prepare inventory, list of accounts and list of debts

 

_____   Review credit cards and charge accounts, cancel as appropriate

 

_____   DO NOT pay any of Decedent’s debts until attorney discusses with family or executor

 

_____   Obtain valuations of assets, as appropriate