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A Practical Checklist Upon A timely selection from My Care Letter, a free, monthly publication from the funeral directors at Lindquist Mortuaries/Cemeteries. • Obtain copies of Death Certificate • Make copies of dated obituary notice • Make copies of newspaper articles • Obtain Certificates of Appointment (if you are filing as executor, administrator or in any other fiduciary responsibility) • Check contents of safe deposit box • Review will with attorney and proceed with filing • Make copies of marriage certificate • Make copies of birth certificates (yours and deceased's) • Compile list of heirs, next of kin, beneficiaries (include full names and addresses) • Assemble life insurance policies • Locate military records • File for Social Security and Veteran's benefits • File for life insurance benefits • File for Fraternal, Union & Association benefits • File for employer benefits • Contact creditors • Check health insurance continuation • Review your will • Pre-arrange your services • Establish credit in your name • Transfer car title into your name • Review life insurance policy beneficiaries
LINDQUIST
MORTUARIES/CEMETERIES
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