| After Death Family Follow-up Check List |
| ____ 1. Send acknowledgement cards for flowers, memorial donations, food, spiritual rememberances ____ 2. Transfer of real estate properties ____ a. Apply for Widowed Person Exemption ____ b. Apply for Homestead and Disability Exemption ____ 3. Notify insurance companies and file claims ____ a. Life insurance ____ b. Medical, health, disability, travel, accident ____ c. Retirement benefits and annuities ____ d. Homeowners ____ e. Car insurance ____ f. Change survivor's beneficiary ____ 4. Apply for appropriate benefits ____ a. Social Security Survivor's Benefits ____ b. Veteran's burial and survivor benefits ____ c. Pension benefits ____ d. Workmen's compensation benefits ____ e. Railroad retirement ____ 5. Income tax: Notify accountant/tax consultant or attorney ____ 6. Notify stockbroker ____ a. Change ownership of joint or solely owned stocks ____ b. IRA and retirement accounts ____ c. Transfer bonds ____ d. Mutual or other funds ____ 7. Notify bank ____ a. Change all jointly held accounts ____ b. Cancel direct deposit benefit payments ____ c. Re-establish safe deposit box ____ d. Re-establish all outstanding mortgages, personal notes ____ e. Apply for credit life insurance that may exist on loans, credit cards, mortgages ____ f. Certificate of Deposit ____ g. IRA ____ 8. Notify Department of Motor Vehicles: Transfer titles of all registered vehicles, mobile homes, boats, motor homes, etc. registered in deceased's name & cancel deaceased's driver's licenses ____ 9. Notify all credit card account companies ____ a. Apply for credit life insurance ____ b. Cancel all individually held credit card accounts of the deceased ____ c. Change all jointly held accounts ____ 10. Notify attorney: ____ a. If a will must be probated ____ b. If your will needs revision ____ c. About living wills or trust ____ 11. Cancel deceased's voter registration |