Survivors' Checklist

Use this list to help guide you through who to contact and what important documents are necessary when a loved one passes away.

Contact:

• Executor of the will
• Attorney
• Insurance agents
• Social Security
• Veteran's Office (if applicable)
• Banks
• Securities Broker
• Employer

Important Documents:

• Death Certificate
• Birth Certificate
• Marriage Certificate (if applicable)
• Pre-Need Planner
• Will
• Advanced Directives
• Social Security Card
• Insurance Documents
• Pension Information
• Trust Information
• Veteran's Discharge Papers (if applicable)