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


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