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« It's Amazing. Others Watch Others Die and Still Won't Do It. | Main | Do I Need to Change My Will if I Divorce? »

May 15, 2006

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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