Checklist Maker

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Checklist After Death

A steady list for the first calls, papers, and practical things after someone dies.

Right Away

Call the right person first
Hospice, medical staff, emergency services, or the funeral home, depending on the situation.
Tell a few trusted people
You do not have to make every call yourself. Ask someone close to help spread the word.
Make sure home and pets are okay
Lock up, collect keys if needed, and make a plan for pets, plants, mail, or vehicles.

Paperwork

Order death certificates
Get several certified copies because banks, insurers, and agencies may ask for them.
Look for important documents
Will, trust, funeral wishes, insurance papers, passwords list, and advisor contact info.
Start one folder
Keep certificates, receipts, bills, account notes, and letters in one place.

People and Accounts to Contact

Notify benefit agencies
Contact Social Security, Medicare, veterans benefits, or other programs if they apply.
Call employer or pension provider
Ask about final pay, benefits, life insurance, and any forms they need.
Contact banks and insurance
Ask what they need before closing accounts or making claims.

Next Steps

Plan the service or memorial
Use any known wishes and keep track of costs before decisions pile up.
Save every receipt
Funeral costs, travel, flowers, documents, and anything paid for on behalf of the estate.
Ask a professional when stuck
Estate and tax rules can get confusing, so it is okay to get legal or tax help.

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