ITEMS DocuVital Covers That A Will Does Not

%24 ITEMS DOCUVITAL COVERS THAT A WILL DOES NOT Pre-Funeral Service TASKS Who to Contact? Notify doctor, or, coroner to obtain a death certificate Notify employer Notify family and close friends Notify schools Notify VA Administration for burial in VA cemetery (if a veteran) Notify probate attorney Notify funeral home for funeral and burial Notify church, or, synagogue for services (funeral, memorials, etc.) arrangements and obituary Notify SSA and other pension programs to switch benefits from decedent to beneficiary What Goes Where? Determine if person was organ donor Decide who will take Location of will, trust care of any pets information Location of any special instructions person had for funeral - burial instructions, such as cremation, or, at sea Location of any epitaph, or, gravestone writings Post-Funeral TASKS Who Needs to Know? Contact Life Insurance Company Contact financial planner, or, companies where any pensions, 401k's, annuities, investments are located Contact all banks - banks freeze access to accounts upon receipt of death certificate Contact credit reporting agencies to place "deceased alert" to prevent ID theft Contact all creditors to close accounts What Needs to be Known? Notify any clients, if person owns their Notify any state agencies re: child support, tax payments, etc., that may be due Notify any charities, churches, etc., that may be expecting Notify workers' compensation insurance carrier if person died in own business donations work accident, as dependent family members get benefits Where Does It Finally Go? Check for any buy/sell agreements if person owned a business Clean out nursing home/facility, as most places give you 30 days before they take the stuff for good Locate DD214 honorable discharge papers, as spouse can get up to 1k per month in reimbursable medical expenses Credit card points and awards and who gets them Notes and messages to friends and family Stopping automatic drafts from your bank account Airline miles and who gets them DOCUVITAL www.DocuVital.com created by RODAmarketing.com %24 ITEMS DOCUVITAL COVERS THAT A WILL DOES NOT Pre-Funeral Service TASKS Who to Contact? Notify doctor, or, coroner to obtain a death certificate Notify employer Notify family and close friends Notify schools Notify VA Administration for burial in VA cemetery (if a veteran) Notify probate attorney Notify funeral home for funeral and burial Notify church, or, synagogue for services (funeral, memorials, etc.) arrangements and obituary Notify SSA and other pension programs to switch benefits from decedent to beneficiary What Goes Where? Determine if person was organ donor Decide who will take Location of will, trust care of any pets information Location of any special instructions person had for funeral - burial instructions, such as cremation, or, at sea Location of any epitaph, or, gravestone writings Post-Funeral TASKS Who Needs to Know? Contact Life Insurance Company Contact financial planner, or, companies where any pensions, 401k's, annuities, investments are located Contact all banks - banks freeze access to accounts upon receipt of death certificate Contact credit reporting agencies to place "deceased alert" to prevent ID theft Contact all creditors to close accounts What Needs to be Known? Notify any clients, if person owns their Notify any state agencies re: child support, tax payments, etc., that may be due Notify any charities, churches, etc., that may be expecting Notify workers' compensation insurance carrier if person died in own business donations work accident, as dependent family members get benefits Where Does It Finally Go? Check for any buy/sell agreements if person owned a business Clean out nursing home/facility, as most places give you 30 days before they take the stuff for good Locate DD214 honorable discharge papers, as spouse can get up to 1k per month in reimbursable medical expenses Credit card points and awards and who gets them Notes and messages to friends and family Stopping automatic drafts from your bank account Airline miles and who gets them DOCUVITAL www.DocuVital.com created by RODAmarketing.com