Information is great. But taking small steps now can lead to big changes.
Today
Get some support. This is an emotionally trying time.
Take care of steps 1 – 4 on the checklist, " Immediate Steps to Take When a Loved One Dies."
You may need to make final arrangements as well - step 5 on the checklist.
Next Week
Get help addressing the outstanding items within the first weeks after death—steps 6 – 10 on the checklist, "Immediate Steps to Take When a Loved One Dies."
As you gather important and financial documents, put them in a secure place. Look for any documentation of joint ownership on accounts or information about beneficiaries.
If your loved one died without a will and you are the logical person to administer the estate, apply for letters of administration or representation at probate court.
During the Next Few Months
Continue to take care of items on the checklist, "Immediate Steps to Take When a Loved One Dies."
Check the person’s credit report to make sure no one has opened accounts using his or her identity.
