Post-Death Paperwork Checklist Form
Track and manage essential paperwork and administrative tasks following a death. Use this checklist to stay organized and ensure all key steps are completed.
Decedent's Full Name
*
First Name
Last Name
Date of Death
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Your Relationship to the Decedent
*
Please Select
Spouse/Partner
Child
Parent
Sibling
Executor/Administrator
Friend
Other
Your Name
*
First Name
Last Name
Your Email Address
*
example@example.com
Key Paperwork & Task Status
Rows
Not Started
In Progress
Completed
Obtain certified copies of death certificate
1
2
3
Notify Social Security Administration
4
5
6
Notify employer/former employer
7
8
9
Contact insurance companies
10
11
12
Locate will or trust documents
13
14
15
Initiate probate or estate administration
16
17
18
Close or transfer bank accounts
19
20
21
Cancel driver's license and government IDs
22
23
24
Update or close digital accounts
25
26
27
Additional Notes or Special Instructions
Submit Checklist
Should be Empty: