A checklist of some of the first steps.
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time.
First, gather documents. Ask for help from other family members if you need it. Start by gathering the following:
* A will, a trust, or other estate documents. If none of these exist, you could face a longer legal process when settling the person’s estate. If a trust exists, we would recommend contacting the professional or firm who helped set up the document. Depending upon how the estate is set up you may need to secure a Letter of Testamentary.
* A Social Security card/number. Generally, the person’s Social Security number will be retired shortly following the death.
Then, gather these additional highly important items.