Survivor checklist estate plan5/2/2024 Have the loved one’s home cleaned if there’s no family or if the family isn’t staying in the property.Cancel upcoming appointments, trips, or events the loved one was scheduled to have.□If a trip was prepaid, it is worth inquiring if a refund is available.If your loved one was a Service member, visit or call (855) 574-7286 to see if the loved one’s military service qualifies for memorial/burial benefits and survivor/dependent benefits.Depending on your situation, you may choose to prepare different types of legal documents to outline how your estate and finances will be handled in the future. This list provides common steps to consider when getting your affairs in order. (This is sometimes done by the funeral home, but it would be better to check before you assume they’re handling).At this time, there is a one-time death benefit to the surviving spouse of $255.00 Checklist for getting your affairs in order. Estate Planning Checklist Things You Can Do to Get Your Estate in Order One of the greatest gifts you can leave your survivors is an organized estate. Contact the Social Security office and notify them of the passing. ![]() A carefully crafted estate plan can be one of the greatest gifts you give to your loved ones. Notify the Election Board of the passing. A Checklist to Consider: What You Need Your Survivors to Know.Contact the state department of motor vehicles for specific guidance on the steps needed. Cancel the loved one’s driver’s license.In an effort to provide guidance to those survivor(s), estate planning attorney Jonathan 'Jay' David has prepared a 'Survivors Checklist' of the important things that need to be addressed when a spouse or loved one dies. ![]()
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