After Funeral Checklist

Here you will find a after funeral checklist. Important contact numbers can be found at end of list.  We will be updating this info as it becomes available to us. If you don't find the info you want, or would like to have your information added, please feel free to contact us at 619-583-8850.

After Funeral Checklist:

  1. Consult with an attorney about probate.
  1. Meet with an accountant to discuss estate taxes.
  1. File claims with life insurance companies.
  1. Contact the Social Security Administration and other government offices that may have been making payments to the decedent. If the decedent was your spouse, inquire about your eligibility for new benefits.
  1. Notify the Registrar of Voters.
  1. If the deceased's home is unoccupied, cancel unnecessary home services, such as newspaper delivery, cable service, etc.
  1. Cancel deceased's prescriptions.
  1. Contact the Department of Motor Vehicles to cancel deceased's driver’s license and transfer titles of all registered vehicles.
  1. If your loved one was a veteran, inquire about benefits that you may be entitled to through the VA.
  1. Contact the deceased's employer . Inquire about any 401 (k}, pension, or company benefits that the decedent may be entitled to.
  1. Notify all 3 credit reporting agencies.
  1. Obtain a current copy of the deceased's credit report.
  1. If the death was accidental, verify whether benefits are available on existing insurance policies.
  1. Check for any life insurance benefits available through existing credit card or loan accounts.
  1. File any outstanding claims for health insurance or Medicare benefits.
  1. Obtain copies of deceased's outstanding bills.
  1. Locate and/or obtain other important paperwork of the deceased that will be necessary for the settlement of their estate:

At least 5 copies of the certified Death Certificates Real estate deeds and titles

Stock certificates Real estate titles Loan paperwork

Bank and retirement account statements Last 4 years of tax returns

  1. Advise all creditors in writing that a death has occurred.
  1. Change ownership of assets and lines of credit.
  1. Update your Will.
  1. Update beneficiaries on your life insurance policies, if necessary.
  1. Send acknowledgement cards for, donations, food, or any significant gestures .

 

 

IMPORTANT CONTACT INFORMATION

DEPARTMENT OF VETERAN'S AFFAIRS

1-800-827-1000        www.vba.va.gov/VBA

SOCIAL SECURITY ADMINISTRATION

1-800-772-1213   www.ssa.gov/pgm/links_survivor.htm

CREDIT REPORTING AGENCIES

EQUIFAX

1-800-685-1111

 www.equifax.com

TRANS UNION

1-800-888-4213 www.TransUnion.com

EXPERIAN

  1-888-397-3742         www.experian.com