Checklist
- Call the funeral home or choose a funeral home
- See if your loved one left any instructions
- Notify friends/family
- Prepare obituary
- Check the safety deposit box
- Find the will (safety deposit box??)
- See a lawyer to start legal process
- Get copies of the death certificate
- Notify your local social security office
- Contact the health insurance company or employer
- Contact the life insurance company
- Contact the employer
- Return credit cards of deceased
- Seek the advice of an accountant or tax advisor for filing the
deceased’s tax return for the year of death
- Arrange to change any joint bank accounts into your name
- Arrange to change stocks and bonds into your name
- Call the mortgage company
- Make sure the property is secure
- Contact DMV





