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Eight Things to do after a loved one passes away

Documents Needed for Funeral Planning

•         Name and Contact information for immediate family/close friends

•         Instructions for burial arrangements including:

•         Contact for nearest Veteran Administration facility (if a Veteran). 

•         Call 1-800-827-1000.  Ask about special arrangements.

•         Obituary Information

•         Name and contact of Funeral home

•         Name and contact for Headstone

•        Name and contact for Burial Site/Plot

•        Contact family member/friends to assist with pallbearing, repast, etc

• ​

Documents Needed for Administrative Purposes

•            If a Veteran, Honorable discharge papers for a veteran and/or VA claim number AND

•            Death certificates (At least 20. Keep one on file in a safe area)

•             Social Security card (for bequeathed, spouse and children)

•             Marriage certificate

•             Birth certificate

•             Birth certificates for any children

•             Insurance policies (auto, life, health, dental, etc)

•             Deeds and titles to property

•             Automobile title and registration paper

• ​           Investment account statements, such as:

  • Stock certificates,

  • CDs, bonds,

  • 401k,

  • mutual funds,

  • pensions,

  • IRAs, etc.)

•             Last bank statement

•             Last two years of income tax forms and W-2 forms

•             Last mortgage statement

•             Last loan statements (auto, personal, etc.)

•             Last credit card statement

•             Utility bills (electric, gas, water, trash, alarm system, etc)