LATE PHASE
STEPS TO TAKE AFTER THE PASSING OF A LOVED ONE
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SRGTEXAS.COM
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SUMMER 2021
hen a loved one passes, it can often seem like the world has fallen off its axis. You no longer know which way is up or down, and while coping with grief, you’re forced to address pieces of their life that must be closed out. The process of taking care of final affairs after the death of a parent, spouse, friend or other loved one who you provided care for can seem overwhelming. We understand, which is why we’ve created a checklist outlining step by step what to do after someone passes, so you can spend more time focusing on healing. In the weeks following the death, you’ll want to begin closing out accounts and buttoning up any unfinished affairs. Tackle the tasks that are most meaningful for you and be comfortable delegating the rest to others.
STEPS TO TAKE WITHIN A FEW WEEKS: • Procure certified copies of the death certificate when it becomes available. You’ll need at least 10-15 copies to provide to entities such as banks and government agencies. •
Find the will (if there is one) and figure out who the executor is. This will be the person in charge of settling the estate in the days going forward, and they’ll need to be involved in all estate decisions hereafter.
