What To Do When Someone Dies DVD

Outline

1. Introduction
   1. Concerns before death
      1. Handling affairs at death
      2. Organizing records before death
      3. Informing family members of assets and estate plans
   2. DVD covers:
   1. Immediate concerns at death
   2. Financial concerns
   3. Legal concerns
   4. Tax concerns
   5. Conclusion-planning ahead
2. Immediate Concerns (at 4:30 minutes)
1. Anatomical gifts—gifts of body organs at death: Are there any written or oral instructions by decedent? If none, do immediate family members wish to make gifts?
2. Autopsy—may be required by law: If not, family members may request it but must pay costs.
3. Funeral, cremation and/or burial arrangements: Has decedent left written or oral instructions? Is there any paperwork covering funeral or burial? Is there a family plot for burial? Any pre-need or pre-paid arrangements?
4. Obituary notices in newspaper
5. Planning church or memorial service
6. Death certificates: Who prepares and obtains certificates? Information needed to complete certificate. Number of certified copies needed?
7. Source of payment of pending bills and ongoing bills and expenses: Payment of mortgage on real estate, if any, and real estate and income taxes.
8. Safeguarding home if vacant: Change locks if necessary.
9. Looking after decedent's pets
10. Unpaid salary due decedent
11. Notifying various people other than family and friends and entities:
1. Attorney who drafted estate plan
2. CPA or tax preparer
3. Financial advisor/stock broker
4. Life insurance agent, if any life insurance or annuities
5. Insurance agent for coverage on home and cars
6. Executor, if probate required
7. Successor trustee if there is a living trust
8. Social security administration if receiving benefits
9. Retirement funds if decedent receiving payments
12. Determining if someone has authority to sign on bank and savings accounts to pay bills and expenses