Final Affairs Checklist

Final Affairs Checklist

We’re so sorry for your loss. Please accept our deepest condolences during this incredibly difficult time.

DocuGuardian is here to support you every step of the way so you can focus on what matters most, honoring your loved one’s memory and taking care of yourself and your family.

To assist you in navigating this difficult time, we’ve provided the checklist below to help guide you through the next steps.

☐ Obtain Death Certificates (Request at least 10 copies)

☐ Locate the Will & Identify the Executor

☐ Secure Property & Valuables (Home, vehicle, personal belongings)

☐ File the Will with Probate Court (If applicable)

☐ Notify Financial Institutions & Government Agencies (Banks, SSA, employer, pension providers)

☐ Set Up an Estate Bank Account

☐ Take Inventory of Assets & Debts

☐ Pay Outstanding Debts & Taxes

☐ Distribute Assets to Beneficiaries

☐ Manage Digital & Online Accounts (Email, subscriptions, social media)

☐ Cancel Unnecessary Services (Utilities, phone, insurance)

☐ Address Home, Mortgage, or Rental Property

☐ Distribute or Sell Personal Belongings

☐ Seek Emotional Support & Handle Memorial Wishes

☐ Review Your Own Estate Plan (Set up a DocuGuardian account for secure document storage)

*The information provided on this page is for educational and informational purposes only and does not constitute legal, medical, financial, insurance, or other professional advice. DocuGuardian is a technology service platform and does not provide legal, medical, financial, insurance or other professional services of any kind. We strongly recommend consulting with a qualified legal, medical, financial, insurance, or other licensed professional for personalized guidance on your estate planning and legal, financial, medical, and insurance matters. Please review our Terms of Service for more information.