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The main purpose of this section is to call to attention, things that must be done by a survivor after a death.
By making taking these important step now, and organizing this information, you can minimize the emotional strain that will be placed on your survivors.
| Information to Collect |
|---|
- Name, home address and telephone number
- How long at present address
- Name of business or employer's address and telephone no.
- Occupation and title
- Social Security Number
- Date of Birth
|
- Place of birth
- Citizenship
- Father's name
- Father's birthplace
- Mother's maiden name
- Mother's birthplace
- Religious name (if any)
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| Documents to Collect |
|---|
- Will
- Birth Certificate
- Social Security Number
- Marriage license
- Citizenship papers
- Insurance policies (life, health, automobile, property)
- Bank books, Check Accounts, IRA's, etc...
|
- Deeds to property
- Income tax returns, receipts or cancelled cheques
- Military discharge certificate
- Disability claims
- Cemetery Certificate of Ownership
- Loans/Mortgages ; House, Car, etc...
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| People to Notify |
|---|
- Doctors
- Funeral director
- Relatives
- Friends
- Employer of deceased
- Co-Workers
- Partners
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- Insurance agents (Life, Health & Accident)
- religious, fraternal, civic, veterans organizations, unions
- Newspapers regarding notices
- Lawyer, accountant
- Cemetery
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