Chris L. Anderson, P.C.
Attorney at Law
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WHAT TO DO WHEN A PERSON DIES
1.  Evaluate the emotional effect of the death on the surviving
     spouse, children or close relatives.


2.  If necessary, decide on procedures to care for dependent children
     and surviving spouse, if incapacitated.

3.  Evaluate the need for security at decedent’s residence:
     a.  Cancel home deliveries/credit cards.
     b.  Notify post office to hold/forward mail.

4.  Decide on funeral arrangements:
     a.  Contact clergyman.
     b.  Arrange for mortuary (preferably by business-oriented relative
          who will resist overselling) and burial.
     c.  Discuss donation of bodily organs to an organ bank, if
          authorized in Living Will.
     d.  Order death certificates through mortuary (number needed
          varies).

5.  Keep records of all payments for funeral and other expenses.

6.  Locate the original Will and/or Trust.

7.  Locate life insurance policies and request claim forms.

8.  Investigate/contact:
     a.  Social Security benefits.
     b.  Union death benefits.
     c.  Veterans benefits.
     d.  Veterans burial allowance.
     e.  Employee payroll benefits:
          i.    Accrued vacation pay.
          ii.   Employee death benefit.
          iii.  Final wages.
          iv.  IRA/401(k) account.
          v.   Retirement plan death benefits.
          vi.  Deferred compensation.
     f.   Medical reimbursements to help pay for hospital and doctor
          bills.
     g.  Refunds on insurance, cancelled subscriptions or other items.

9.  Check for IRA/401(k) accounts.

10.  Meet with CPA/accountant to prepare final tax returns and
       establish tax basis in property.

11.  CONSULT WITH A PROBATE LAWYER TO HANDLE THE
       ESTATE’S LEGAL MATTERS.

Resources courtesy of:

Chris L. Anderson, P.C.
301 East Bethany Home Road
Suite C-195
Phoenix, Arizona 85012-1266
(602) 266-0515
(602) 266-2484 FAX
chris@chrisandersonlawaz.com
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