After Your Loss
THINGS TO THINK ABOUT AFTER YOUR LOSS
- Make sure you have obtained enough notarized copies of the Death Certificate from the funeral home or the municipality where the death occurred. Most agencies who need to be informed of the death require a copy.
- Notify Medicare if necessary
- Notify pension companies.
- Notify investment companies and banking accounts.
- Notify your attorney, or executor, and/or financial consultants regarding fixed, variable annuities, stocks, bonds, etc. Change the name on accounts if necessary. These people are valuable resources for information and assistance.
- Notify health insurance providers, i.e.: AARP 65 Special policies, Blue Cross or Blue Shield, etc.
- Check on location of will, probate will and determine with the executor and/or attorney which municipality to file in.
- Remember to update your Durable Power of Attorney for Health Care, Emergency Fact Sheets, Financial Power of Attorney and Wills if your loved one was named as the contact or surrogate in any of these areas.
- Make an appointment to have your medical provider aware of your loss and have a physical within the first 6 months of your loss.
- Check on insurance policies, life insurance and other policies that list the deceased as beneficiary or that are to be paid out at this time.
- Update your list of telephone names and numbers for family and friends to have an up-to-date list.
- Mail forwarding and or cancellations of subscriptions.
- Check to see if there is a safe deposit box. (Keys tend to be hard to find).
- Under certain conditions, have a formal real estate appraisal of the property.
- TAKE CARE OF YOURSELF while accomplishing these tasks.
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