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What To Do First When A Loved One


                                    Passes Away – A Checklist






       Notify these people as                                          Locate the will
       soon as possible:
                                                                       Social security number
             The funeral home to arrange for the
             transfer of the deceased (usually this can                Highest education level completed
             be done within 1–2 hours although it may
             take longer to obtain a release from the
             hospital) and set an appointment with
             you to make further arrangements

             Relatives, executor/executrix and friends
                                                                Meet with Funeral Home
             Employers (the employer of the
             deceased and relatives who will need
             time off)                                                 Clothing that the deceased will be buried
                                                                       or cremated in
             Insurance agents (life, health and
             accident)
                                                                       Whether your loved one is to be buried,
             Religious, fraternal, civic and veterans                  cremated or entombed
             organizations and unions, if applicable
                                                                       The Funeral Director will ask if you have
             Lawyer and accountant                                     a burial plot. If you have not done this,
                                                                       you will need to visit the cemetery to
                                                                       purchase one


       Secure the vital statistics                                     Service details – would you like a
       of the deceased:                                                visitation period, formal service, a
                                                                       reception?
             Full legal name – other names must be
             identified by “also known as” (AKA)                       Whether a member of the clergy will be
                                                                       engaged for the service
             Home address and telephone number

                                                                       Pallbearers, music, pictures, flowers,
             Name of business or employer’s name,
             address and telephone number                              scriptures or other readings


             Industry work and occupation                              Casket selection

             Military service DD214                                    If you would like a charity to receive
                                                                       donations in lieu of flowers
             Date and place of birth (city/state or city/
             country

             Citizenship


             Father’s name

             Mother’s name and maiden name



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