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Things that need to be taken care of after your loved one passes.
Here is a comprehensive checklist of things to do after someone passes away:
- Notify family and close friends of the passing.
- Contact the deceased’s doctor to obtain a death certificate.
- Contact a funeral home to make arrangements for a funeral or cremation.
- Notify the deceased’s employer and other organizations (e.g. union, professional associations) of the passing.
- Notify the Social Security Administration and apply for survivor benefits.
- Notify any life insurance companies of the passing and initiate a claim if applicable.
- Notify the deceased’s bank and other financial institutions to close accounts and distribute assets.
- Notify any government agencies (e.g. DMV, IRS) and update records.
- Obtain a copy of the will and distribute assets according to the wishes of the deceased.
- Settle any outstanding debts or bills.
- Update the deceased’s estate plan (e.g. make changes to a will or trust).
- Transfer property and other assets to the appropriate individuals.
- Make arrangements for the deceased’s final resting place (e.g. burial or cremation).
- Attend to any other legal or administrative matters related to the deceased’s passing.
This checklist is meant to provide a general overview of the tasks that may need to be addressed after someone passes away. It is important to consult with a legal or financial professional to ensure that all necessary steps are taken and that the deceased’s wishes are honored.
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