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

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Hours of Operation

Monday - Friday: 9AM - 6PM
Saturday: 10AM - 4PM
Sunday: By Appointment

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