Taking Care of Practical Matters

After authorities have been notified, your loved one has been taken into our care, and the arrangement conference has been scheduled, there are still several important practical matters that need your attention.

Before the Arrangement Conference

  • Discover if the person who died left a will or Durable Power of Attorney for Health Care (Advance Health Care Directive) expressing their funeral preferences, a written funeral plan, or any pre-paid funeral arrangements.
  • Gather the paperwork you will need to bring to the arrangement conference including vital statistics, insurance policies, and Social Security (SS) and Veteran’s Administration (VA) documents.

As Soon As Possible

  • Contact the deceased’s employer. Ask if the person who has died has any pay coming including vacation time. Ask about any insurance policies or other benefits, and how to file a claim.
  • Contact any life insurance companies. Ask how to file a claim for benefits and ask what distribution options are available.
  • Contact unions and professional or service organizations. Ask if the person who died had any benefits and/or insurance policies with these organizations
  • Gather important papers including any will or trust, bank accounts, deeds, tax returns, business contracts, birth and marriage certificates, vehicle registration (autos, boats, etc.), loan documents and credit card accounts, and any other important papers necessary to file a final tax return and for estate settlement.