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Taking Care of You & Your Loved Ones with Dignity & Respect
Walker & Walker funerals & cremations
323 W. Chestnut St.
Grapeland, TX 75844
323 W. Chestnut St.
Grapeland, TX 75844
After Death Checklist
Below are a few of the initial tasks that should be completed immediately following the transition of a loved one.
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Seek the advice of an accountant or tax advisor about filing the deceased’s tax return for the year of the death.
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Look into veteran’s benefits, if your loved one was a veteran. You may be able to get assistance with the funeral, burial plot, or other benefits.
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Obtain copies of the death certificate.
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If your loved one is receiving Social Security benefits, notify your local Social Security office of the death, since these benefits must stop. Overpayment will result in a difficult process of repayment.
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Contact your loved one’s health insurance company or employer regarding ending coverage for the deceased while continuing coverage for any dependents if needed.
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Contact the insurance company regarding all life insurance policies.
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If the deceased was working, contact his or her employer for information on pension plans, credit unions, and union death benefits. You will need a certified copy of the death certificate for each claim.
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Return credit cards of the deceased with a certified copy of the death certificate.
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Make arrangements to transfer names on any joint bank accounts.
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Make sure important bills, such as mortgage payments, are transferred and continue to be paid.
For more information on creating a customized checklist or to set up an appointment, give us a call.
(936) 687-2255
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