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Checklist: What To Do When Someone Dies

Uncle Fed’s Tax Board
by Newland & Associates
Prepared June 2002

What do I need to do now? That is the question I sometimes hear from clients after the death of a loved one. The following matters should be considered when a close friend or relative dies. Not all of the points will apply to all Decedents, but many of them will. I have tried to put them into a logical sequence, but as always, practical sense should prevail:

Read the full article at Uncle Fed’s Tax Board

Thanks to the Funeral Ethics Organization for alerting us to this article.

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