Credit Card Companies (check if you can utilize unredeemed points/rewards)
Contact decedent’s employer for a list and value of all benefits including qualified plans, stock options, life insurance, final pay that may be due to the surviving spouse and family and any other death benefits.
Insurance Companies (Home, Auto, Life, Long Term Care)Please note that home owner’s insurance needs to be converted to vacant status for a house that is not occupied.
Newspaper and Magazine Subscriptions
Social Security Administration
Veterans Affairs Department
Task Time Line
Submit Will for Probate
Apply for Employer Identification Number (EIN) from the IRS for the Estate
Transfer bank and investment accounts from the deceased’s name into name of the estate
Use estate funds to pay any outstanding bills of decedent (utility bills, mortgage payments, outstanding credit card bills etc.)
Collect all income , receivables and other funds due to the decedent or the estate.
Inventory safety deposits boxes in presence of bank officer
File Final Income Tax Return (1040) covering the period from the beginning of the year to date of death
File Fiduciary Income Tax Return (Form 1041) for the Estate during administration
File Estate and Inheritance Tax Forms and apply for necessary waivers
Manage assets until distribution to beneficiaries
Verify beneficiaries of bank accounts, retirement accounts and treasury bonds
Determine beneficiaries of Life Insurance & Annuities