Notify family members, close friends, employer, and work colleagues. Ask friends or relatives to help you with this.
Consider memorial contributions to charitable organizations.
Household needs: child care, food, accommodations for relatives, security, transportation.
Locate Important documents. Life or disability insurance policies, business agreements, bank books, notes receivable and payable, security certificates, real-estate deeds, wills, recent copies of income tax returns, W-2 forms, marriage certificate, birth certificate, military discharge papers, automobile registration, installment payment books, credit life agreements on charge cards. Do not discard any official document.
Keep a record of gifts so acknowledgements can be sent later.
Death Certificate—we can help obtain copies and advise on who might need them.
Notify insurance companies. Consider settlement options. Determine need to change beneficiary on remaining policies. We can assist you in filing for benefits.