Description
When someone you love dies, there are dozens of decisions, phone calls and forms, all at once. This printable checklist and planner turns that overwhelming list into small, clear steps, in the right order, so nothing important is missed and you don’t have to hold it all in your head.
Written in plain, gentle language for families in the United States: spouses, adult children, executors and anyone helping a grieving family.
What to do when someone dies: inside the planner
- The first 24 hours: the few things that truly need doing today
- The first week: funeral home, death certificates, the will, the obituary
- Funeral and memorial planning worksheet and an obituary worksheet
- Who to notify checklists: Social Security, Medicare, Veterans Affairs, DMV, banks, credit cards, the three credit bureaus, insurers, utilities and subscriptions
- Death certificate tracker, so you know where every certified copy went
- Accounts and assets inventory, bills and debts tracker and insurance claims log
- Digital life checklist for email, phones, passwords and social media
- Executor’s checklist for the first three months and for months three to twelve
- Home, vehicles and belongings checklist, important documents locator, call log and estate expense log
- A gentle page on caring for yourself while you grieve
Details
- 24 printable pages, US Letter (8.5 x 11 in); prints well on A4
- Instant PDF download after purchase; print as many copies as your family needs
- Calm, easy-to-read design with large tick boxes and roomy tables
This planner is general information, not legal, tax or financial advice. Rules vary by state; please consult an estate attorney or accountant for your situation. Digital download only; nothing is shipped.
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