Often it is necessary to deal with many items after a death, and sometimes it may be difficult to remember everything that must be done. We hope the following list may help.

1. Send acknowledgement Cards for Flowers, Memorial Donations, Food, Spiritual Remembrances
2. Transfer of Real Estate Properties
   
   1. Apply for Widowed Person Exemption
   2. Apply for Homestead & Disabilities Exemption
3. Notify Insurance Companies and File Claims
   
   1. Life Insurance
   2. Medical, Health, Disability, Travel & Accident
   3. Retirement Benefits & Annuities
   4. Homeowners
   5. Car Insurance
   6. Change Survivors Beneficiary
4. Apply for Appropriate Benefits
   
   1. Social Security Survivors Benefits
   2. Veterans Burial & Survivors Benefits
   3. Pension Benefits (Contact spouse's place of employment
   4. Workmen's Compensation Benefits
   5. Civil Service
   6. Railroad Retirement
5. Notify Stockbroker
   
   1. Change Ownership of Joint or Solely Owned Stocks
   2. IRA and Retirement Accounts
   3. Transfer Bonds
   4. Mutual or other Funds
6. Notify Bank
   
   1. Change all jointly held Accounts
   2. Cancel Direct Deposit Benefits Payment
   3. Re-establish Safe Deposit Box
   4. Re-establish all outstanding Mortgages, Personal Notes, etc.
   5. Apply for Credit Life Insurance which may exist on Loans, Credit Card & Mortgages
   6. Certificates of Deposit
   7. IRA
7. Notify Department of Motor Vehicles
   
   1. Transfer Titles of all Registered Vehicles
   2. Cancel Driver's License
   3. Cancel Voter Registration
Notify all Credit Card Account Companies

1. Apply for Credit Life Insurance
2. Cancel all individually held Credit Card Accounts of the Deceased
3. Change all jointly held Accounts
Notify Attorney/Accountant/Tax Consultant

1. If a Will must be probated
2. If your Will needs to be revised
3. For Income Tax Purposes
8. Advanced Planning/Pre-Arrangement
   
   1. You may consider Planning in Advance
   2. Pre-arranging a funeral seems to be very helpful for many families
   3. It's an effective way to put your wishes in writing