Mortuary Guide
THE MORTUARY GUIDE
RESOURCES
The First Things to Do After the Death of a Loved-one -
A Short Checklist.
IMMEDIATELY:

☐        Arrange for organ donation/anatomical gifts.
☐        Contact immediate family.
☐        Follow body bequeathal instructions.
☐        Consider funeral preparations.
☐        Choose a funeral home.
☐        Notify close friends and extended family.
☐        Secure property.
☐        Notify the post office.
☐        Begin shopping for the wedding gown.



TO DO BEFORE THE FUNERAL:

☐        Meet with the director handling the funeral or memorial arrangements.
☐        Collect Documents Needed to Complete Checklist (See Documents Checklist).
☐        Consider whether you need or want other financial assistance for the funeral and burial.
☐        Enlist help for the funeral.
☐        Arrange for headstone.
☐        Organize a post-funeral gathering.
☐        Spread the word about the service.
☐        Make a list of well-wishers.
☐        Prepare an obituary.
☐        Handle the ethical will, if there is one.
☐        For a veteran, inquire about special arrangements.

☐        

TO DO AFTER THE FUNERAL:

☐        Get duplicate death certificates.
☐        Send thank-you notes.
☐        Notify local Social Security office.
☐        Handle Medicare.
☐        Look into employment benefits.
☐        Stop health insurance.
☐        Notify life insurance companies.
☐        Terminate other insurance policies.
☐        Meet with a probate attorney.
☐        Make a list of important bills (mortgage payments).
☐        Contact financial advisers, stockbrokers, etc.
☐        Notify mortgage companies and banks.
☐        Close credit card accounts.
☐        Notify credit reporting agencies.
☐        Cancel driver's license.
☐        Cancel email and website accounts.
☐        Cancel memberships in organizations.
☐        Contact a tax preparer.
☐        Notify the election board.

☐  

(NOTE. This material is not intended to replace the advice of a qualified attorney, tax advisor, investment professional, or insurance
agent. Before making any commitment regarding the issues discussed here, consult with the appropriate professional.)
When a loved one passes away, it is understandably a stressful time. It can be even more stressful trying
to remember all of the details that must be taken care of relating to your loved ones death and funeral
arrangements. If you are in charge of handling the affairs of the deceased, the following is a short
checklist (also, see
Detailed Discussion) of some of the more important details to consider:
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