1. Designate a Power of attorney (POA) for financial & medical decisions
2. Review and organize insurance policies (life, health, burial)
3. Identify and list bank accounts, investments, debts, and assets
After death checklist:
1. Contact a doctor or hospice to pronounce death
2. Arrange for transportation of the body (funeral home or coroner)
3. Secure their home, pets, and personal belongings
4. Check for prepaid funeral plans or burial instructions
5. Choose a funeral home and make arrangements (burial, cremation, etc.) - if they have not had a prior arrangement
6. Obtain death certificates (at least 10–15 copies)
7. Contact their lawyer or executor of the will
8. Begin probate process if needed
9. Notify:
- Banks and credit unions
- Insurance companies
- Social Security and pension offices
- Employer or former employer
- Mortgage company or landlord
- Utility companies
- DMV and post office (Department of Motor Vehicles)
10. Close or transfer:
- Bank accounts
- Credit cards
- Online accounts and subscriptions
11. Settle debts, taxes, and estate affairs
12. Do not stop the phone plan for future Otp
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