The loss of a loved one is a traumatic event. During such an emotional time, it can be difficult to remember what needs to be done, such as keeping track of important documents and making hard decisions no one wants to make. The Pennsylvania Institute of Certified Public Accountants provides as a reminder the following steps to take in the event of a loss of a loved one.
Make funeral arrangements
Have funeral arrangements (burial plot, casket, service, cremation) already been paid for and planned? Did the decedent wish for his or her body or organs to be donated? Check for an advance directive/living will or discuss the matter with the decedent’s health care proxy to ensure your loved one’s preferences are seen through.