Aftercare Checklist


Aftercare Checklist





Points to discuss with family, your attorney, or executor:

____ Filing of all life insurance claims.
____ Updating bank accounts, credit cards, loans, and financial portfolio.
____ Changing auto and property titles.
____ Contacting Social Security to change benefits and file for death benefits.
____ Contacting the Veteran’s Administration, if applicable.
____ Contacting place of employment or union about possible benefits.

Assistance available through our funeral home:

____ Additional Death Certificates (these will be needed for settling insurance claims, etc.)
____ Additional Acknowledgement Cards.
____ Help completing VA benefit forms.
____ Helping you make your own prearrangements.
____ Marker selection and engraving.
____ Additional Cemetery information.
____ Grief Support Resources.

Helpful Instructions and Useful Phone Numbers:

Contacting Social Security
The number for the Social Security Administration office is (800) 772-1213. Benefits include a one-time benefit to the surviving spouse or dependent children. If applying for benefits other than death, you may need a birth certificate and/or marriage license.

Regarding Banking Information
Make a prompt request for release from each bank or financial institution in which the deceased and you held a joint account. This is necessary before you can withdraw funds from that account. The bank will tell you what forms you may need to sign.

About Titles, Deeds, and Registrations
Before you change the deed on property and remove the deceased’s name, check with local officials where the property is located. You’ll need a copy of the Death Certificate for this process. The same is true for changing titles and registrations of vehicles.

Gathering bills and credit obligations
Do a thorough job gathering outstanding bills and credit obligations like loans and credit cards. In some cases
with installment loans and credit cards, you may be covered by credit life insurance which will pay off the
account balances in the event of death.

Review your own insurance needs

With the passing of a spouse or other loved one, your insurance needs may change. You don’t want to be over insured or underinsured. Talk to a trusted advisor about what is appropriate and make the necessary adjustments

Prearrange your own funeral service.  Click here for more information.


Download a copy of this form here.