Free printable · PDF
The after-death checklist, in the order you'll need it
Two pages you can print, share with family and tick off as you go. Enter your email and we'll send it straight away.
Prefer to work on screen? The interactive after-death checklist saves your progress in your browser.
What's on it
First hours
- Get a legal pronouncement of death
- Tell close family
- Check for written funeral wishes
First week
- Choose a funeral home and compare price lists
- Order certified death certificates
- Notify Social Security
First month
- Find the will and contact the executor
- Notify banks, insurers and pension providers
- Protect against identity theft
Months 2–3
- Start probate if it's needed
- Close or transfer accounts
- File final tax returns when due
After the checklist, we send four short practical emails over two weeks, then only write when something important changes. Unsubscribe any time with one click. We never sell or share your address.