Often it is necessary to deal with many items after a death, and sometimes it may be difficult to remember everything that must be done. We hope the following list may help.

• Send acknowledgement Cards for Flowers, Memorial Donations, Food, Spiritual Remembrances
• Transfer of Real Estate Properties
• Apply for Widowed Person Exemption
• Apply for Homestead & Disabilities Exemption
• Notify Insurance Companies and File Claims
  • Life Insurance
  • Medical, Health, Disability, Travel & Accident
  • Retirement Benefits & Annuities
  • Homeowners
  • Car Insurance
  • Change Survivors Beneficiary
  • Apply for Appropriate Benefits
• Social Security Survivors Benefits
• Veterans Burial & Survivors Benefits
• Pension Benefits (Contact spouse's place of employment
• Workmen's Compensation Benefits
• Civil Service
• Railroad Retirement
• Notify Stockbroker
  • Change Ownership of Joint or Solely Owned Stocks
  • IRA and Retirement Accounts
  • Transfer Bonds
  • Mutual or other Funds
• Notify Bank
  • Change all jointly held Accounts
  • Cancel Direct Deposit Benefits Payment
  • Re-establish Safe Deposit Box
  • Re-establish all outstanding Mortgages, Personal Notes, etc.
  • Apply for Credit Life Insurance which may exist on Loans, Credit Card & Mortgages
  • Certificates of Deposit
  • IRA
• Notify Department of Motor Vehicles
  • Transfer Titles of all Registered Vehicles
  • Cancel Driver's License
• Cancel Voter Registration
• Notify all Credit Card Account Companies
  • Apply for Credit Life Insurance
  • Cancel all individually held Credit Card Accounts of the Deceased
  • Change all jointly held Accounts
• Notify Attorney/Accountant/Tax Consultant
  • If a Will must be probated
  • If your Will needs to be revised
  • For Income Tax Purposes
• Advanced Planning/Pre-Arrangement
  You may consider Planning in Advance. Pre-arranging a funeral seems to be very helpful for many families It's an effective way to put your wishes in writing.