Survivor Checklist | USA

This Survivor Checklist will guide you through the tasks that need to be dealt with when a loved one passes away, at a time when it is most difficult to deal with such matters.

• This checklist is for the United States and makes reference to US forms and procedures.
• The checklist will help you focus on the necessary tasks and gather the items needed by the executor or administrator (personal representative), including:
  • actions that must be taken immediately following the person's death by the spouse, family or personal representative,
  • items that must be attended to within a reasonable period of time following the death, such as paying the deceased's creditors and applying for Social Security benefits for the spouse and minor children,
  • documents that must be obtained in order to administer the estate,
  • procedures for transferring title to the deceased's property.
• Available in MS Word format.
• Intended to be used only in the United States.