Difference between revisions of "When Someone Dies"

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= What to do =
 
= What to do =
 
# Pause, grieve.
 
# Pause, grieve.
# Get Death Certificate
+
# Post an appropriate Obituary in the local Newspaper.
# Start reaching out to Financial Institutions letting them know that the person has dies.  They will need a Death Certificate.
+
# Get Death Certificates, you will likely need multiple copies.
# Make a list of those without beneficiary designations listed.
+
# Start reaching out to Financial Institutions letting them know that the person has died.  They will need a Death Certificate.  They will let you know if there are any Beneficiaries listed on anything.
 +
# Make a list of those accounts without beneficiary designations listed.  These will require some work.
 
# Make sure any real-estate property/businesses are secure.
 
# Make sure any real-estate property/businesses are secure.
  

Latest revision as of 14:51, 12 December 2024

What to do

  1. Pause, grieve.
  2. Post an appropriate Obituary in the local Newspaper.
  3. Get Death Certificates, you will likely need multiple copies.
  4. Start reaching out to Financial Institutions letting them know that the person has died. They will need a Death Certificate. They will let you know if there are any Beneficiaries listed on anything.
  5. Make a list of those accounts without beneficiary designations listed. These will require some work.
  6. Make sure any real-estate property/businesses are secure.

Sources