First Steps

WITHIN TWO WEEKS: The following tasks need to be addressed relatively quickly and depending on the situation, some may take priority over the others. ☐ Locate important documents ☐ Forward mail to a responsible party or to the post office ☐ Determine other home delivery items and process cancellations (such as newspapers, subscriptions, etc.) ☐ Notify Social Security and Medicare ☐ Notify Veterans Administration ☐ Contact attorney, accountant, and executor of estate ☐ Contact the insurance companies and file claim with life insurance company ☐ Handle financial matters, such as notify, pay bills and close or cancel accounts ☐ Collect asset and liability information ☐ Review any significant debts of decedent with an attorney to ensure these are properly managed WHEN SOMEONE DIES: TASKS + TIMELINE HopeGives Planning Tools