Feb 16, 2023
Dealing with the death of a loved one is never easy, and it can be overwhelming to navigate the many tasks and responsibilities that come with it. However, having a clear checklist of what to do can be incredibly helpful in managing the process. Here are the steps you should consider when handling the affairs of a recently deceased loved one:
- Obtain legal documentation of death: This includes obtaining several copies of the death certificate, which is necessary for various financial and personal affairs.
- Notify necessary parties: Inform the appropriate people of the passing, starting with immediate family members and close friends. Make the more formal calls to businesses and government agencies that need to know.
- Make arrangements for the body: Consider your loved one's last wishes and determine the final arrangements, such as transporting the body, ordering a casket, and finding a funeral director.
- Make arrangements for children and pets: If your loved one had dependents or pets, check their estate plans and determine the next steps for guardianship.
- Secure assets and carry out other related tasks: Take inventory of assets, such as bank accounts and insurance policies, and carry out the necessary steps for closing or transferring them.
- Carry out decedent’s wishes: Determine if your loved one left a will or trust and carry out their wishes accordingly.
- Make funeral plans: Determine the location, date, and time of the funeral or memorial service.
- Settle the estate: This includes paying off any outstanding debts and distributing assets according to the will or trust.
While this checklist won't ease the pain of losing a loved one, it can provide a clear roadmap for managing the many tasks and responsibilities that come with it. If you need additional assistance, there are many resources available, such as Lantern's guides and checklists, that can help you navigate this difficult time. Remember to take care of yourself and seek support as needed.