A Checklist for Loved Ones

The death of someone close to you brings with it many important tasks that must be completed, despite your grief and confusion. The following checklist can help you prioritize.

• Locate the will and other estate planning documents.


• Request several copies of the death certificate from the funeral home director. They’ll be required as proof of death in a variety of situations.


• Notify financial institutions, creditors, Social Security Administration, and the three credit bureaus.


• If appropriate, contact pension plans or annuity providers to find out if a spouse is entitled to benefits. If the deceased was a veteran, also contact the Department of Veterans Affairs.


• Re-title assets, such as property and joint accounts.


• File claim(s) for life insurance proceeds. The National Association of Insurance Companies maintains a database to help with locating a policy.


• Remove social media accounts if you have access.


• If you’re the spouse, update your own estate planning documents, including beneficiaries on retirement accounts and life insurance policies.


• Set up a meeting with your financial professional, attorney and tax advisor.