What to do if a Family Member Dies

What do I need to do now? That is the question we sometimes hear from clients after the death of a loved one.

Losing a loved one is a difficult and emotionally draining experience. Yet, during this time, you must endeavor to fulfill a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual’s estate, and provide for your own financial needs.

The following checklist will help you fulfill what’s needed with confidence and ease.

Note: Some of the following tasks may be completed by the estate’s executor.

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Estate Planning Checklist

The Truth About Estate Planning DVD & Workbook

What to do if a Family Member Dies Checklist