Managing Accounts Checklist

Notify family lawyer of death and request original will.
Contact the Social Security Administration regarding benefits (Survivors' Benefits brochure available for viewing or printing at www.socialsecurity.gov, or Davis Funeral Home can print one for you upon request.)
Notify life insurance companies to determine benefits and cancel policies.
Contact financial institutions about accounts and safety deposit box.
Notify accountant/financial advisor about accounts.
Contact mortgage company about mortgage loans.
Contact credit card companies to switch/cancel cards.
Contact employer(s) to notify associates and inquire about benefits
Contact health care providers (hospice, nursing care, physicians).
Contact auto insurance agent to cancel coverage and/or change policy.
Contact auto loan/lease companies to reconcile accounts.
Contact utilities (electric, phone, cable) to cancel or change billing status.
Contact service providers (lawn care, pest control, etc.) to cancel service or change billing status.
Cancel or change periodical subscriptions (magazines, newsletters, etc.)
Cancel memberships (gym, Amazon, wholesale clubs).
Contact Credit Bureau reporting services
Remove name/address from mailing and telemarketing services.