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The Next Steps - Things to Take Care of Now

The following is a checklist of things to complete at this time:

  • Notify relatives and friends

  • Select a mortuary

    • Notify clergy regarding the funeral or memorial services

    • Work with the mortuary and the clergy in planning details of your loved one's service

    • Visit two to three funeral homes before making a decision

  • Obtain death certificates (provided by mortuary)

Other Things to Think About After the Funeral or Memorial Service

  • Notify lawyer and personal representative

  • Notify insurance companies including automobile insurance (for immediate cancellation and refund of premium)

  • Check carefully all life and casualty insurance policies and death benefits (check also on income for survivor's of these benefits) including:

    • Social Security

    • Trade Union

    • Credit Union

    • Veterans Association

    • Fraternal Organizations

  • If your loved one was living alone, notify utilities and the landlord. Also to notify the post office and newspaper subscriptions

  • Check and verify existing debts, mortgages and installment payments. If there will be a delay in payments, notify creditors before payments are due

  • Prepare a list of people to receive acknowledgements (written notes or printed acknowledgements)
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