How-to Prepare for a Loved One’s End of Life

Checklist: How-to Manage After a Loved One Passes Away

Losing someone close to you makes this a challenging time of grief and loss. We suggest that you begin by allowing yourself to mourn. Take care of yourself and your family, and allow yourself to connect with supportive friends. Give yourself time to reflect on positive experiences you shared with your loved one. Talk with loved ones to help you begin to process your grief.

During this time, there are also many practical End of Life matters to settle. Managing these important tasks will take some time, and you may need help. Passare suggests how to settle practical matters after your loved one’s death:

Gather Important Documents
Locate your loved one’s will, birth and marriage certificates, and other vital records
Locate Social Security card; Veterans Administration and Medicare cards; and any employer W2 forms
Request copies of your loved one’s death certificate from your funeral service provider or your county office
Verify Benefits
Contact the Social Security Administration at 800-772-1213
or visit:
Contact the Veteran’s Administration at 800-827-1000
or visit:
Notify Insurance and Change Titles
Notify automobile, business, home, life and health insurance
File claims for all policies in your loved one’s name
Include a certified copy of your loved one’s death certificate with each claim
Change the beneficiary name on all insurance policies
Revise titles on your vehicle(s), and home(s)


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