Items to be completed following services

□ Send Acknowledgement/Thank you Cards

□ Certified Copies of Death Received

□ Life Insurance Companies Notified

□ Employer of Deceased Notified

□ Employer Pension Benefits Changed

□ Health Care Benefits Changed

□ Vehicle Title Transferred

□ Car Insurance Changed

□ Attorney Appointment

□ Accountant/Income Tax Appointment

□ Social Security Benefits Changed

□ Medicare Benefits Changed

□ Bank Accounts Changed

□ Safe Deposit Box Changed

□ Credit Card Companies Notified

□ Applied for Veterans Benefits

□ Medical Equipment Returned

□ Pennsylvania Drivers License Returned

□ Cemetery Memorial/Monument

□ Personal Pre-Arrangement

□ Other:______________________


Helpful Resources


Benefits for Survivors of Veterans
Insurance Benefits
Social Security Benefits

Vehicle Title Transfers

Bank Accounts
Death Certificates

Wills
Probate
Executors


The Legal part

 While it may not necessary to get a lawyer, it is strongly recommended.  A lawyer will make sure all the detail is completed properly.  

Before getting in touch with a lawyer, there are several important documents  to gather together. 

Those include:

  • Wills
  • Deeds
  • Bank Statements
  • Vehicle and Boat titles
  • Tax Documents