Some Steps To Take When a Loved One Dies.
If you have lost a loved one recently, you may be overwhelmed with grief during this time. You may want to leave the administrative matters for a later day, but the following steps should be taken care of as soon as possible:
- Contact Social Security Administration if the deceased was an eligible recipient
- Send a notification and death certificate to the director of health services if the deceased was a Medi-Cal recipient) within 90 days after death
- Notify any life insurance companies of the death
- Contact the trustee, the executor and/or the attorney who prepared the deceased's estate plan
- Call the administrator of the deceased's pension plan
- Contact credit card companies to close accounts thereby preventing identity theft and fraudulent charges
- Be sure that any insurance or Medicare claims have been processed before paying any bills
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