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5610 Ward Rd, Ste 300 Arvada, CO 80002
9200 E. Mineral Ave, Ste 100 Centennial, CO 80112
Phone: (303) 252-0852
Website: www.walshfinancialsolutions.com
September/October 2023
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.
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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member: FINRA, SPIC. Registered with MSRB. Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Walsh Financial Solutions and Vanderbilt Financial Group are separate and unaffiliated entities.
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