Printables

When Someone Dies: Family Checklist & Organizer

Fillable PDF
Letter
A4
Instant download

When someone dies, there is a long list of things to do and no one tells you the order. It covers the first 24 hours through the first year. A large-print, fillable PDF organizer, 23 pages.

$9.98

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Every page, before you buy

What's inside

Start Here guide
Key Contacts
Papers to Find
First 24 Hours
First Week
First Month
Months 2 to 12
Death Certificate Copies log
Calls & Contacts Log
Agencies to Notify (Social Security, Medicare, VA, IRS and more) with date and reference columns
Banks & Accounts
Insurance Claims
Pension & Benefits
Estate & Probate Steps (questions for the lawyer)
Bills & Subscriptions
Digital Accounts
Mail & Utilities
Property & Vehicles
Debts
Expenses & Receipts
Gifts & Thank-Yous
Grief Support and Notes

23 pages total.

Formats and sizes

Fillable PDF. Type on your computer (Adobe Acrobat Reader, Chrome or Preview) or print and write by hand. Two colourways, Sage and Ink, both included.

US Letter and A4, both included.

How it prints

Print at 100 percent ("Actual size"), not "Fit to page", using the file that matches your paper.

Please note

This organizer is for keeping track and taking notes. It is not legal, tax or financial advice. Check with the funeral home, the executor's lawyer and each agency named.

Personal use only. All sales are final on digital downloads. Questions: hello@leafkithq.com