5 Phone Calls Your Family Has to Make After You Die

Five phone calls your family has to make after you die: - The funeral home. In most cases they report the death to Social Security. - Social Security. The payment that arrives the month after a death has to be returned. The next three usually need a certified death certificate, which can take a few weeks. Order several copies through the funeral home. - Every bank and investment account. This goes faster when your successor trustee knows where to call. - The three credit bureaus. Scammers open credit in the names of people who just died. A death certificate sent to each bureau shuts it down. - Life insurance and any pension. A claim only gets paid after somebody files it. Your family will need a list of who to call, and you're the only one who can write it. Save this, and send it to the person who'd be making the calls. #EstatePlanning #AgingParents #SuccessorTrustee #IdentityTheft #FamilyPlanning