What to do when a family member dies

  • Contact your attorney immediately.
  • DO NOT MOVE OR CLOSE accounts.
  • DO NOT ROLL OVER any retirement accounts.
  • DO NOT ACCESS safe deposit boxes.
  • Order 10 death certificates through the funeral director.
  • Secure the home by changing locks, removing valuables and removing perishables.
  • Restrict access to automobiles.
  • Contact the Social Security Administration if the funeral home hasn’t done so.
  • Contact the Veterans Administration, if applicable.
  • Forward mail.
  • Transfer utilities.
  • Gather insurance information.
  • Cancel magazines and ask about refunds.
  • Cancel credit cards.
  • Secure original will.