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What should I do if my loved one dies?
Jun 11, 2020 · Tell friends and family and employer. Send out a group text or mass email, or make individual phone calls, to let people know your loved one has died. To track down all those who need to know, go through the deceased’s email and phone contacts.
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- Contact the funeral home to make arrangements. Ask them to help you get additional copies of the death certificate. You almost always need more copies than you think.
- Call your attorney. There are many legal matters that may need to be addressed, and your attorney can tell you which ones apply to you.
- Contact the Social Security Administration. Your benefits may change after a spouse’s passing, so you’ll need to notify them ASAP.
- Contact the three credit bureaus (Equifax, Experian and TransUnion) to notify them of the death. Social Security will eventually notify the agencies, but it can take several months.
Jun 19, 2019 · June 19, 2019. Losing a spouse brings a flood of emotions that can make tasks like financial duties seem overwhelming. This three-month checklist will guide spouses to keep the next financial steps organized. Partners for life. That’s the image most of us have when we marry. Someone who ideally will help ease life’s worries and who makes us laugh.
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- Get Organized. Start by making of list of everything you need to do, so you can check off the things you have accomplished and make a note of what still needs to be done.
- Take Inventory. You will need to look at your spouse's will and estate plan. "Gather the documents you will need," Anspach says. "If your spouse handled all finances it will be overwhelming figuring out which bills they pay from which accounts.
- Identify the Executor. The executor is the person who will carry out the terms of the will. "That person is responsible for all the housekeeping essentials of organizing someone's estate," says Mark Brown, managing partner at Brown & Company in Denver, Colorado.
- Get a Death Certificate. Make sure to request multiple copies of the death certificate. "One thing you have to have, universally, is a death certificate," Brown says.
In addition to saying goodbye to your life partner, there are many things you need to do when your spouse dies. Our checklists explain what you need to do, who you need to call, and which documents you need when your spouse dies.
Aug 27, 2020 · Gather the financial records. Start collecting the financial records, including banking records, bills, credit card statements, tax returns, insurance policies, any outstanding mortgages or loans...
Apr 29, 2024 · This checklist is ideal for family survivors, for those looking for what to do after the death of a parent, or after the death of a spouse, step by step. Download a PDF version of this checklist that you can print and share. Download.
