After-Death Checklist

What To Do When Someone Dies

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Who Is This For?

This checklist is for anyone involved in administering the affairs of a deceased person including family members, Executors, Personal Representatives, Trustees, and others. It will also be helpful for professional advisors so that they can give effective guidance and assistance to those responsible for the tasks outlined in this checklist.

Be Prepared
Prevent Legal Repercussions
Save Time & Money

What Is In The Checklist

You will find resources on what to do throughout the timeline of someone's passing including the following:

  • Pre-Passing (When Possible

  • Immediate After A Death

  • Shortly After A Funeral

  • During Any Estate Administration

  • During The Probate Process

  • During Trust Administration

  • Finalization & Closure