Immediate Actions Upon a Death

  • Look for specific funeral / burial instructions which the decedent may have left
  • Look for cemetery plot deeds, evidences of purchase of mausoleum niches, Cremation Society membership, prepaid funeral receipts, etc.
  • Order at least 15 Death Certificates from the funeral director or other entity (such as the Cremation Society)
  • Notify friends and relatives of the death and any funeral or memorial service
  • Contact the decedent's financial advisor for summary of assets
  • Locate estate plan such as a Will or Trust
  • Contact an estate planning attorney to discuss settlement options