- posted: Dec. 28, 2020
- Estate Planning
- Find Your Loved One’s Legal Documents such as the Last Will and Testament, Trust, and any other Estate Planning documents
- Identify Funeral Wishes
- Begin Making Arrangements
- Get the Death Certificates
- Tell Family and Friends of the Individual’s Passing
- Create a Memorial Website
- Take Inventory
- Pay Off Current Monthly Debts
- Notify the Individual’s Employer
- Take Care of Pets Left Behind
- Secure the Loved One’s Property
- Notify Credit Agencies Experian, Equifax, Transamerica to prevent fraud and identity theft
- Contact Government Agencies- Medicare for example
- Initiate a Family Meeting
- Notify the Social Security Administration and pension providers that your loved one has passed.
- Order enough original death certificates for each financial institution and insurance company.
- Close credit card accounts.
- Collect mail to gather bank statements, bills and other financial documents.
- Gather all insurance policies – health, auto and life insurance policies.
- We understand. You may have many questions. Meet with our trusts and estates attorney.
- Call the Kelly Law Group at 631-800-0602 or contact us at Marykellylaw.net.