After-Loss Checklist
A practical guide to help you navigate the days and weeks following a loss
💡 Note: This checklist is meant as a helpful guide. Every situation is unique, and timelines may vary. Don't hesitate to ask family, friends, or professionals for help.
⏰ Immediate (First 24-48 Hours)
Reach out to those closest to share the news personally.
They will guide you through next steps for caring for your loved one.
Will, trust documents, insurance policies, birth certificate, Social Security card.
Ensure the residence is secured and pets are cared for.
Look for any documented wishes or prepaid arrangements.
📅 Within First Week
Request 10-15 certified copies—you'll need them for various accounts and claims.
Work with the funeral home on service type, location, date, and readings.
Contact local newspapers and online memorial sites.
Inquire about final paycheck, benefits, and pension.
File claims and gather required documentation.
Book venue and caterer for post-service gathering.
📆 Within First Month
Report the death and inquire about survivor benefits. Call 1-800-772-1213.
Notify of the death and discuss account status.
Electric, gas, water, phone, internet, cable.
Streaming services, gym, clubs, magazines.
Set up mail forwarding with USPS if needed.
Discuss probate process and distribution of assets.
🔄 Ongoing Tasks
Work with an accountant on final individual and estate returns.
Pay creditors and close accounts as appropriate.
Review and update your own insurance, retirement, and financial accounts.
Grief counseling, support groups, or therapy can help during this time.
💜 Remember to Take Care of Yourself
Grief is a process, not a destination. Allow yourself time to mourn, and don't hesitate to ask for help. Lean on friends, family, and professionals as you navigate this difficult time.