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If a Death Has Occurred

Beyond the immediate concerns, come many additional tasks made more challenging by the grief and loss you’re experiencing. We offer this detailed list to helpfully assist you.


  • Notify family
  • Notify family doctor
  • Contact funeral home

Within the first week

  • Obtain death certificate (and additional copies, if necessary) from funeral home
  • Contact lawyer, trust officer or other legal advisor
  • Apply for a will search with Vital Statistics if necessary

Within the first few days

  • Locate will
  • Attend to funeral arrangements
  • Arrange for clergy or celebrant
  • Notify friends and co-workers

Within the first month

  • Probate will
  • Locate investment and bank details
  • Check safety deposit box
  • Apply for death/survivor benefits, if relevant
  • Cancel health insurance
  • Cancel driver’s license
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We are here to help

If you have any questions or would like to learn more about how we can help you please reach out.

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