Assigned Tasks by executor in preparing for funeral and post funeral

Assigned Tasks by executor in preparing for funeral and post funeral

q I’ve asked the following people to do these tasks and indicated when they need to be completed.

Task	Who	When
q Take care of pets
q Develop list of people to contact
q Call friends and family
q Locate the funeral preneed contract
q Select a funeral director
q Make funeral arrangements
q Locate cemetery deed
q Contact the Veterans Administration
q Find photos for visual tribute
q Identify appropriate charities
q Write the obituary
q Proof the obituary
q Locate the will
q Coordinate food for the service
q Select speakers and pallbearers
q Get copies of death certificate
q Arrange for the grave marker
q Notify Social Security
q Get copies of birth certificate
q Get copy of military records (DD-214)
q Notify employers
q Notify banks
q Notify financial advisors
q Find a lawyer
q Take care of direct deposits
q Take care of automatic payments
q Locate passwords
q Inventory safe deposit box
q Locate all pension documents
q Locate retirement plans and accounts
q Secure/insure the house and car
q Contact insurance companies
q Notify mortgage company
q Notify landlord
q Notify tenants
q List all credit card accounts
q Cancel driver’s license
q Get copy of credit report
q Notify credit bureaus
q Freeze social media accounts
q Take care of personal possessions
q Clean the house or apartment
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Source ABA/AARP Checklist for Family Survivors

Executor to do