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After the service

After the service: what can wait, and what may need time

For:Use now

After a funeral, there may still be a few things to take care of. This list helps you keep track and share them. A few have deadlines. Check those with the right office or company. Do the rest at a pace that feels right for you.

Records

Gather the last papers

Keep the funeral contract and the bill that lists each charge. Keep cemetery or crematory records, receipts, and proof the obituary ran. Keep the certified death certificates too. These are official copies. Families often need them for insurance, benefits, and bank accounts. They are also needed to settle the estate, which means what the person left behind.

Benefits

Check benefits and obligations

Ask about life insurance and benefits from work. Ask about retirement accounts, Social Security, and Veterans benefits. Ask about union benefits and any unpaid medical or care bills. If there is an estate to settle, talk with a lawyer or the right county office. Do this before you give out any money or property.

Home

Secure accounts and property

Forward mail if needed and care for any pets. Keep cars and property safe. Pause subscriptions. Make a list of valuables and important papers. Do not close accounts too fast. Some payments or bills may still be coming in or going out.

Remembering

Plan the slower tasks

Some things can wait. These include a headstone, placing ashes, or a later memorial. Thank-you notes, sharing photos, and marking special dates can wait too. There is no deadline on remembering.

A simple checklist

Get enough certified death certificates for accounts and benefits.
Keep funeral home bills, receipts, cemetery records, and letters together in one place.
Tell insurance companies, employers, and banks. Also tell benefit offices and other key places.
Ask if you need help with probate or taxes. Probate is the court process for settling what a person left behind.
Make time for grief support and for checking on each other. Leave memorial choices for later.
This page gives general planning help. It is not legal, money, tax, medical, or grief counseling advice. Check account, benefit, and estate steps with the right office or expert.

Get the next steps for your situation

Answer four questions about what has happened. Then you get a list of steps in order. You do not need an account, and it is free. You can print it or share it with your family.

Do you work with families after a death?

Hospice grief teams, estate lawyers, grief counselors, and chaplains may share these guides with the families they help. They may also write guides under their own name. There is no referral deal. No money or gifts change hands either way.