After the Funeral Checklist

After Funeral Checklist

Loved ones of the deceased must make sure they take care of everything they leave behind. This includes making sure all debts are taken care of, subscriptions are canceled, and the will is adhered to.

What You Need to Do When the Funeral is Over

It can be difficult to remember all of the steps you will have to take when the funeral is over. That is why we have provided you with a checklist to use as a guide when taking care of all the details. Important contact numbers can be found at end of list. We will be updating this info as it becomes available to us.


If you don't find the information you need, or would like to have your information added, please feel free to contact us at 619-583-8850.

  • Consult with an attorney about probate.
  • Meet with an accountant to discuss estate taxes.
  • File claims with life insurance companies.
  • Contact the Social Security Administration and other government offices that may have been making payments to the decedent. If the decedent was your spouse, inquire about your eligibility for new benefits.
  • Notify the Registrar of Voters.
  • If the deceased's home is unoccupied, cancel unnecessary home services, such as newspaper delivery, cable service, etc.
  • Cancel deceased's prescriptions.
  • Contact the Department of Motor Vehicles to cancel deceased's driver’s license and transfer titles of all registered vehicles.
  • If your loved one was a veteran, inquire about benefits that you may be entitled to through the VA.
  • Contact the deceased's employer . Inquire about any 401 (k}, pension, or company benefits that the decedent may be entitled to.
  • Notify all 3 credit reporting agencies.
  • Obtain a current copy of the deceased's credit report.
  • If the death was accidental, verify whether benefits are available on existing insurance policies.
  • Check for any life insurance benefits available through existing credit card or loan accounts.
  • File any outstanding claims for health insurance or Medicare benefits.
  • Obtain copies of deceased's outstanding bills.
  • Locate and/or obtain other important paperwork of the deceased that will be necessary for the settlement of their estate:
  • At least 5 copies of the certified Death Certificates Real estate deeds and titles
  • Stock certificates Real estate titles Loan paperwork
  • Bank and retirement account statements Last 4 years of tax returns
  • Advise all creditors in writing that a death has occurred.
  • Change ownership of assets and lines of credit.
  • Update your Will.
  • Update beneficiaries on your life insurance policies, if necessary.
  • Send acknowledgement cards for, donations, food, or any significant gestures .

Don't Hesitate to Call Us.

Our team is 24/7 available to talk to you. If you still have questions get in touch with us by clicking here.

Contact Us

Important Contact Information

Department of Veteran's Affairs
Phone: 1-800-827-1000

Social Security Administration
Phone: 1-800-772-1213

Credit Reporting Agencies

Equifax
Phone: 1-800-658-1111

Trans Union
1-800-888-4213

Experian
1-888-397-3742
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