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5 Things to Do when a Loved One Passes Away

  1. Locate any Will and/or Trust, and other important papers your loved one may have left behind.
  2. Secure the home, and belongings of your loved one, to prevent theft.
  3. Contact the banks, investment firms and insurance companies used by your loved one.
  4. Seek the advice of a qualified attorney, and provide him or her with the original Will and/or Trust.
  5. Contact the Social Security Administration, and let them know of your loved one’s death (they will need his or her social security number).

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