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Aarp death checklist pdf

Printable checklist when someone dies 2026

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The document provides a comprehensive checklist for survivors to manage the necessary tasks and responsibilities following the death of a loved one. It outlines immediate actions such as arranging funeral services, securing the decedent's property, and notifying relevant parties. Additionally, it details financial matters to address after the funeral, including probate processes, estate management, and claims for Social Security and insurance benefits. The document emphasizes the importance of taking time to grieve before making significant decisions and offers resources for further assistance.

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Click ‘Get Form’ to open the printable checklist in the editor.
Begin by filling out the 'Immediately' section. This includes arranging for a funeral or memorial service, contacting a funeral home, and notifying friends and family about the plans.
In the same section, ensure you check if any funeral costs have been prepaid and submit an obituary to local papers, including donation preferences.
Move on to securing the decedent’s tangible property. Document any items that need appraisal and distribution according to their wishes.
After completing immediate tasks, proceed to the 'After the Funeral' section. Notify the decedent’s attorney and file necessary documents at probate court.
Gather financial documents such as bank statements and death certificates for meetings with attorneys regarding estate administration.
Finally, review your own estate plan and make necessary adjustments based on changes in circumstances after your loved one’s passing.

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Is there a checklist of things to do when someone dies?

The After Death Spreadsheet is available for Google Sheets and Excel. It helps in three key ways: Tracking assets, debts, and accounts. When someone dies, they often leave behind bank accounts, savings, investments, subscriptions, social media accounts, belongings, property, and more.

Is there a list of things to do when someone dies?

What to do when someone dies: step by step 1 Register the death Show. Step 2 Tell government about the death Show. Step 3 Arrange the funeral Show. Step 4 Check if you can get bereavement benefits Show. and Deal with your own benefits, pension and taxes Show. and Find bereavement support and services Show.

What is the spreadsheet for when someone dies?

Real estate deeds and titles. Stock certificates. Loan paperwork. Bank and retirement account statements. Last 2 years of tax returns. Advise all creditors in writing that a death has occurred. Change ownership of assets and lines of credit. Update your Will, Power of Attorney and Medical Directives if necessary.

When a person dies, what paperwork needs to be done?

You may need to tell some organisations about the persons death, for example: employers and colleagues. government departments. bank, credit card and mortgage companies. insurance companies. utility companies, such as gas, water, electricity and telephone. the persons landlord (if they were a tenant) Royal Mail.