Post Death Checklist
Where did they pass away?
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Where did they pass away?
Which US state did your loved one live in?
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Has the funeral or cremation already taken place?
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Has the funeral or cremation already taken place?
Did they have a will or Trust?
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Did they have a will or Trust?
Are you the executor or next of kin handling their affairs?
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Are you the executor or next of kin handling their affairs?
Did they have a lawyer, financial advisor, or accountant you know of?
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Did they have a lawyer, financial advisor, or accountant you know of?
What kinds of assets or accounts did they have?
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What kinds of assets or accounts did they have?
Do you know which banks or financial institutions they used?
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Did they have any debts?
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Were they subscribed to any paid services?
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Were they subscribed to any paid services?
What was their religious or cultural background (if any)?
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Did the person leave funeral or burial instructions?
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Are there minor children, adult dependents, or pets who need care?
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Are there minor children, adult dependents, or pets who need care?
Do any surviving family members live out of town and need to be contacted or supported?
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Do any surviving family members live out of town and need to be contacted or supported?
Did the person live alone or with someone else?
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Did the person live alone or with someone else?
Does their home need to be cleaned out, sold, or transferred to someone?
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Does their home need to be cleaned out, sold, or transferred to someone?
Are there valuable items (jewelry, art, heirlooms) that need to be inventoried or passed on?
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Are there valuable items (jewelry, art, heirlooms) that need to be inventoried or passed on?
What do you most need help with right now?
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What email should we send the checklist to?
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