USA Survivor Checklist

Use this Survivor Checklist to help guide you through the tasks that need to be dealt with when a loved one passes away, at a time when it is most difficult to deal with such matters.

This checklist is for the USA and makes reference to US forms and procedures. The checklist covers:

actions that must be taken immediately following the person's death by the spouse, family or executor (personal representative),
items that must be attended to within a reasonable period of time following the death, such as paying the deceased's creditors and applying for Social Security benefits for the spouse and minor children,
documents that must be obtained in order to administer the estate,
transferring title to the deceased's property,
a fill-in-the-blank checklist form to help you keep track of completed actions and outstanding items.

This USA Survivor Checklist is available in MS Word format and can be filled in on computer or by hand.