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