Survivor Checklist 3/22/2023

The main purpose of this section is to call attention to the 87 decisions* that must be made by a survivor after a death.  By making these important decisions now, you can minimize the emotional strain that will be placed on your survivors.


*Indicates details that can be planned or pre-paid ahead of time

A) Secure Vital Statistics (Required for burial permit.)
*1. Name, home address and telephone no.
*2. How long in State
*3. Name of business, address and telephone no.
*4. Occupation and title
*5. Social Security No
*6. War Veterans Serial No.
*7. Date of Birth
*8. Place of Birth
*9. U.S. Citizen
*10. Father s name
*11. Fathers birthplace
*12 Mother's maiden name
*13 Mother's birthplace
*14. Religious name (if any)

B) Pay some or all of the following
*15. Family burial estate
*16. Memorials
*17. Funeral director
*18. Interment Service
19. Clergy
20. Florist
21. Clothing
22. Transportation
23. Telephone and telegraph
24. Food
25. Doctors
26. Nurses
27. Hospitals and ambulance
28. Medicine and drugs
29. Other current and urgent bills mortgage or rent taxes, installment payments

C) Collect Documents (Required to establish rights for insurance, pensions. social security, ownership, relationship. etc.)
*30. Will
31. Legal proof of age or birth certificate
32. Social Security card or number
*33. Marriage license
*34. Citizenship papers
35. Insurance policies life (life, health and accident, property)
*36. Bank books
*37. Deeds to property
*38. Bill of sale of car
*39. Income tax returns, receipts or cancelled checks
*40. Veterans discharge certificate
*41. Disability claims
*42. Memorial Park Certificate of Ownership

D) Decide and Arrange Within a Few Hours 
*43. Burial estate location and which space to open
*44. Memorial type and inscription
*45. Casket type
*46. Clothing for deceased
*47. Vault or sectional crypt
*48. Type of service (religious, military, fraternal)
*49. Special selection from scriptures
50. Clergy to officiate
51. Which funeral director
*52. Place where service is to be held
53. Time for funeral service
*54. Decide name of charitable organization to which donations are suggested in memory of deceased
55. Providing information for eulogy
56. Select names for pall-bearers
57. Flowers
*58. Music
59. Clothing for you and children
60. Preparation at home, including food for family and guests
61. Extra chairs
62. Transportation for family and guests, including planning funeral car list
63. Checking and signing necessary papers for burial permit
*64. Providing vital statistics about deceased to newspapers
*65 Providing addresses and telephone nos. for all interested people
66. Answering innumerable sympathetic phone calls, messages wires and letters
67. Meeting and talking with funeral director cemetery representative clergy. about all details
68. Greeting all friends and relatives who call
69. Arranging for meeting relatives who arrive from out of state at airport or railroad station
70. Providing lodging for out-of-town relatives
71. Make list of callers and floral tributes sent for mailing card of thanks
*72. Arranging for special religious services
*73. Check Will regarding special wishes
74. Order death certificate
75. Look after minor children

E) Notify as soon as possible
76. The doctor or doctors
77. The funeral director
78. The memorial park
79. All relatives
80. All friends
81. Employer of deceased
82. Employers of relatives not going to work
83. Casket-bearers
84. Religious, fraternal, civic, veterans organizations, unions
85. Insurance agents (Life & Health & Accident)
86. Newspapers regarding notices
87. Attorney, accountant, or executor of estate




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