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Survivor Checklist Basics

If a loved one has passed away you're likely going through a lot, but you still need to take care of obligations with a Survivor Checklist. What documents do you need to gather and who needs to be informed? Taking care of an estate can be a big undertaking, but don't be overwhelmed, having a Survivor Checklist can help you gather information and stay organized.

Use the Survivor Checklist document if:

  • You're administering someone's estate.
  • You need to notify beneficiaries of someone's passing.
  • You have to figure out the financials of a deceased person.
  • You need to figure out the details of someone's estate.

A Survivor Checklist is likely something you don't think about until you need it. There's a lot to take care of when someone passes away and you might not know where to start. Managing an estate, compiling all the necessary forms and documents, and figuring out the finances and assets that the deceased had - there's a lot to keep track of, even if your loved one had a living trust and an up to date will. You're grieving, and having to work through these complications doesn't help, but having a Survivor Checklist can help make things a little easier.

Sample Survivor Checklist

More than just a template, our step-by-step interview process makes it easy to create a Survivor Checklist.

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