1. Grieve and take care of your family. You will eventually need to meet with an estate planning attorney regarding the administration of the estate but take care of yourself and loved ones first. Here is a checklist to assist you in staying organized:

a. Notify decedent's family, friends, colleagues and business associates of the decedent's passing.

b. Notify the mortuary. Locate the decedent's funeral contract. Locate any and all personal burial instructions the decedent may have left for your guidance. Request a minimum of 12 death certificates from the mortuary. You will need these certificates later. Make funeral arrangements. If decedent was a veteran, locate decedent's discharge papers to arrange for a military burial and/or headstone.

c. Notify the decedent's church/pastor/synagogue.

d. Notify the decedent's physician. Notify the agent identified on the decedent's Advance Health Care Directive to begin the anatomical gifting process, if the decedent intended any anatomical gifts.

e. Deliver an obituary to the local newspaper. Ensure the obituary recognizes the decedent's surviving family members, the date, time and location of the funeral service and if a charitable gift is referred in lieu of flowers.

f. Notify decedent's employer and speak with the human resources director. Ensure all of decedent's pay has been paid in full including any and all accrued but unused vacation and/or sick time (depending upon deceden'ts benefits package).

g. Notify any and all credit card companies of decedent's passing.

h. Notify the social security office of decedent's passing.

i. Notify decedent's life insurance company by certified mail. Life insurance companies require an original certified death certificate and decedent's life insurance policy number before distributing life insurance proceeds.

j. If you are named on decedent's safe deposit box, empty the safe deposit box of its contents. Notify safe deposit box holder of decedent's passing. Photograph and itemize all safe deposit box items.
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k. Notify decedent's estate planning attorney, certified public accountant, certified financial planner of decedent's passing. Do not distribute any of decedent's assets prior to meeting with an estate planning attorney and reviewing decedent's estate plan.

IF DECEDENT LIVED ALONE:

a. Remove any and all valuable possessions. Photograph and itemize decedent's valuable and invaluable possessions. You will need this list later.

b. Secure any and all vehicular, mobile home, boat, safe deposit box and other keys.

c. Notify utility and telephone companies.

d. Forward decedent's mail to successor trustee or decedent's executor.


2. California law requires the decedent's relatives receive legal notice of the decedent's passing. It is prudent to retain an estate planning attorney to provide notice to ensure the statutory requirements are observed and properly followed.

3. The decedent's successor trustee and/or successor executor should meet with an estate planning attorney to obtain advice regarding proper trust administration and/or probate. The successor trustee will need to begin an itemization of the decedent's estate, including but not limited to, decedent's tangible personal property (e.g., furniture, jewelry, etc.), automobiles, mobile homes, recreational vehicles, boats, real estate, , intangible property (e.g., checking and saving accounts, certificates of deposit, bearer bonds, U.S. Savings bonds, business interests, stocks, mutual funds, etc.). It is prudent to videotape the decedent's home to ensure none of the decedent's property is taken prior to distribution by decedent's heirs. An estate planning attorney will provide advice regarding the handling and payment of decedent's bills, taxes, and the distribution of decedent's assets.
 

4. THE SUCCESSOR TRUSTEE SHOULD IMMEDIATELY CHANGE THE LOCKS TO DECEDENT'S HOME to ensure no one has access except for the successor trustee and/or successor executor.

5. Gather the following documents to meet with decedent's estate planning attorney:

a. Decedent's estate plan;

b. Life insurance policies;

c. Retirement plans;

d. Business agreements;

e. Uniform Donor Card;

f. Final Instructions Left by Decedent;

g. Birth Certificate;

h. Military Discharge Papers;

i. Marriage License;

j. Prenuptial or Postnuptial Agreement;

k. Divorce Papers;

l. Adoption Papers;

m. Real Property Deeds;

n. Vehicle Registration;

o. Bank books, Certificates of Deposit;

p. Stock Certificates;

q. Recent Tax Returns and w-2 Forms;

r. Loan Documents including Mortgage;

s. Other Insurance Policies, including Health, Property, and Travel/Accident Insurance;

t. Membership Benefit Statements for all Clubs, including Auto Club, and Organizations to which Decedent Belonged;

u. Credit Card benefit information;

v. Citizenship Papers;

w. Property Appraisals;

x. Social Security Card;

y. Death Certificate.
 
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