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Print this page and place an 'X' in the left column when item has been completed
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Notify immediate family and close friends
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Notify attending physician or coroner.
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Notify your attorney.
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Deal with donation of bodily organs to an "organ bank", as appropriate.
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Evaluate the emotional impact on the surviving spouse, children and close relatives and friends; arrange for support.
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Arrange care for dependents, if any.
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Arrange care for pets, if any.
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Find and review Decedent's expressed funeral and burial wishes.
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Prepare and arrange for obituary.
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Arrange funeral/burial services.
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Arrange for mortuary, cemetary, burial, creamation, as appropriate.
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Notify agent under any power of attorney.
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Notify other members of family and friends.
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Evaluate the need for security at Decedent's residence.
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Find perishable property (food, plants, etc.), arrange for care or disposal.
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Cancel or rearrange home deliveries.
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Have post office hold mail.
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Retain and meet with attorney regarding estate matters.
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DO NOT pay any of Decedent's debts or distribute any assets until attorney discusses with family or executor.
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Locate life insurance policies.
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Locate other important documents, relationships, accounts, investments, etc.
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Advise Social Security and other agencies as appropriate.
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Investigate social security benefits.
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Investigate life insurance.
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Investigate union death benefits.
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Investigate veterans burial allowance and other benefits.
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Investigate franternal organizaitons.
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Investigate employee benefits, including accrued vacation pay, death benefits, final wages, retirement plans, deferred compensation, medical subscriptions.
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Investigate refunds on insurance or canceled subscriptions.
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Investigate Keogh and IRA accounts.
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Investigate business, partnership and investment arrangements.
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Meet with life insurance agent to collect proceeds or consider options.
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Obtain death certificates (ask attorney how many are needed).
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Deal with fire, theft, liability and auto insurance on Decedent's propety.
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Review credit cards and charge accounts, cancel as appropriate.
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Work with attorney to prepare inventory, list of accounts and list of debts.
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Obtain valuations of assets, as appropriate.
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If Trust involved, arrange for allocations and transfers.
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Arrange for final income tax return and inheritance tax and estate tax return, as necessary.
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For More Information Contact:
The Law Office of Leslie Wizelman, CELA
106 Second Street P.O. Box 114 -- Wyalusing , PA 18853
Phone: (570) 746-3844 -- Fax: (570) 746-3699
Email: lwizelman@epix.net
Certified Elder Law Attorney and Member of the National Academy of Elder Law Attorneys and
The Elder Law Section of the Pennsylvania Bar Association
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