Surviving Spouse Checklist
Wills, Trusts and Related Documents – locate and review your spouse’s legal documents
Property Deeds, Titles and Documentation
Financial Accounts, Assets and Liabilities – Including checking, savings and brokerage accounts, pensions, retirement programs and life insurance. Other obligations include mortgage, auto and personal loans and unpaid credit card balances.
Benefits – Research and apply for Social Security, Medical or other benefits entitled to you
Tax and Legal Advice – Meet with the estate’s executor or attorney
Insurance Policies (life, home, auto, personal property)- notify the companies of the death
Notification of Credit Card Companies
Transfer Assets to Beneficiaries