When a family member passes away, there are several phone calls to make. In each case, follow-up calls, meetings, and paperwork will probably be required.
Also, the order of the calls may be different depending on the circumstances; however, the following list is a good general guide:
1. Funeral home
2. Family & friends
3. Veteran's office
4. The deceased's employer
5. Attorney
6. Social security office
7. Insurance company
8. Local newspaper
9. Credit card companies & utilities
10. Banks
For more information, please visit my website:
TOMPKINS-LAW.COM
Dwight Edward Tompkins
Estate Planning Attorney
This blog is intended for informational purposes only and is not intended as a substitute for legal advice from a qualified estate planning attorney in your jurisdiction.
Wednesday, April 20, 2011
10 PHONE CALLS TO MAKE AFTER THE DEATH OF A LOVED ONE
Labels:
Attorneys,
banks,
Beneficiaries,
Estate Planning,
Family Trusts,
IRAs,
Orange County,
Retirement,
Trustees
