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Click ‘Get Form’ to open the printable checklist in the editor.
Begin by marking completed items with an 'X' in the left column. This will help you keep track of tasks as you navigate through this challenging time.
In the 'As Soon As Possible' section, follow the prompts to notify immediate family and friends, arrange support for dependents, and make necessary arrangements for organ donation if applicable.
Proceed to the 'Within the First Month' section. Here, secure certified copies of the death certificate and notify credit agencies to prevent identity theft. Ensure you have all important documents organized.
Continue with tasks listed under 'Within Three Months' and 'As Advised', ensuring that you consult legal and tax professionals as needed for guidance on estate matters.
Finally, review the 'Within One Year' section to determine any necessary updates to financial planning or estate documents for the surviving spouse.

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What not to do immediately after 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 checklist of things to do when someone dies?

The 40th day is a major milestone in the Eastern Orthodox mourning period, which typically lasts for forty days. Its a time when the soul is believed to be making its transition, and a memorial service, often called a Trisagion or Panikhida, is held.

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 to do when a spouse dies checklist pdf

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