Check list for after the services:

The information listed below should be used as a guideline to initiate legal procedures. If you have any other questions we suggest that you contact your legal counsel for further advice, since we, as funeral directors are not lawyers. This is just a guideline. Different institutions may vary slightly in their requirements and procedures.

Banks: One certified copy of the death certificate should be taken to each banking institution that is dealt with. They will in turn remove the deceased individuals name from all accounts, certificates of deposit, etc.

Property: Until it is decided if the property is to be sold or transferred, a certified copy of the death certificate should be physically attached to the deed. When changing ownership this copy will be needed.

Automobile: As with property, a copy of the death certificate must be submitted along with a department of motor vehicles form in order to change the name on the title. Until this is decided, attach a copy of the death certificate to the title. This can be done through a local auto tag agent and should be done within one year.

Stocks: One certified copy will be needed for each individual company in which stock is owned. You may be best served to use a stockbroker to change all ownership.

Life Insurance: Telephone each life insurance company and request that a claim form be sent to you. The claim form should be filled out and submitted along with the original policy (they may request only the top page), and a copy of the death certificate. It is suggested that this be sent certified mail to guarantee receipt.

** Note: This may be a good time to check your own life insurance to make sure your beneficiary is someone other than the deceased. If needed, ask the insurance company to send a change of beneficiary form to you.

Taxes: When filing taxes with both the state and federal bureaus, include a copy of the death certificate. Further tax implications may be discussed with your accountant.