Unfortunately, many tasks remain after a funeral or memorial service. Seek guidance from trusted professionals to help you through these various tasks. This list serves as a reminder for some of the most common tasks, but your situation may be different. Below the list are several resource websites that may be helpful.

Post-Funeral Estate Tasks

• Locate your loved one’s important documents (birth certificate, social security card, will, power of attorney, military discharge papers, life insurance, retirement accounts, etc.)
• Notify your family attorney and/or financial professionals
• Contact any previous employers & unions for information on potential pensions, insurance, benefits, unpaid work, etc.
• File claims for all life insurance policies
• Notify banks, credit unions, credit card companies, etc.
• Cancel any unnecessary services or subscriptions (health insurance, auto insurance, medical prescriptions, etc.)
• Cancel driver’s license and change vehicle titles
• Notify the 3 credit-reporting agencies
• If they were a veteran, inquire about any VA-related survivor benefits
• Review and transfer all deeds, titles, and accounts that were in your loved one’s name
• Notify Registrar of Voters
• If necessary, forward mail
• Cancel or memorialize any social media accounts & email accounts