Get Survivors Checklist: Things To Do When A Loved-one Dies

Filling out a survivors checklist can be an essential step in managing affairs after the loss of a loved one. This guide will walk you through the process of completing the Survivors Checklist: Things To Do When A Loved-One Dies online with clarity and support.

Follow the steps to effectively complete the checklist online.

1. Click the ‘Get Form’ button to obtain the checklist and open it in a suitable editor.
2. Begin by marking completed items with an 'X' in the left column. This will help you keep track of tasks that have been addressed.
3. Start with the 'As Soon As Possible' section. Here are key tasks to prioritize: Notify immediate family and close friends, arrange support for the surviving spouse and care for minors if necessary, and make arrangements for organ donation if applicable.
4. Continue with notifying the attending physician or coroner, arranging care for pets, determining if security is needed at the decedent’s residence, and cancelling any home deliveries (newspapers, groceries, etc.).
5. Next, have the post office hold the mail and arrange for care or disposal of perishable property such as food and plants.
6. Notify the agent under any power of attorney document and locate the decedent’s funeral and burial wishes, preparing an obituary and arranging funeral or burial services.
7. In the 'Within the First Month' section, secure an ample number of certified copies of the death certificate and notify credit agencies of the death to prevent identity theft.
8. Locate safe deposit box(es) and any wills, trusts, or estate planning documents. If necessary, begin probate proceedings.
9. Locate life insurance and annuity policies, and review any applicable insurance on the decedent’s property.
10. Investigate retirement accounts and consult a qualified tax advisor regarding distribution.
11. Contact the Social Security office to inquire about potential benefits for the surviving spouse or dependents.
12. Engage with the decedent’s employer or union for information on insurance policies, final wages, and other benefits.
13. If applicable, apply for veterans' benefits and consult a lawyer for any legal inquiries.
14. In the 'Within Three Months' section, retain a tax accountant and estate planning attorney to address tax return preparations.
15. Advise all creditors in writing of the decedent’s death and refrain from paying debts until consulting with an attorney.
16. For tasks categorized 'As Advised,' obtain a valuation of assets and arrange for estate transfers, income tax returns, and estate tax returns.
17. In the 'Within One Year' section, create a budget and update estate planning documents as necessary.

Complete your documents online to ensure a smooth process during this challenging time.