[Death Book]

[NAME]

Contents
About [insert name] ........................................................................................................................................................ 3
To do on death .................................................................................................................................................................. 4
Calls to make ..................................................................................................................................................................... 5
Arrangements................................................................................................................................................................... 7
Obituary ............................................................................................................................................................................. 8
Will/Trust ........................................................................................................................................................................... 9
Insurance policies ......................................................................................................................................................... 10
Assets ............................................................................................................................................................................... 11
Liabilities ......................................................................................................................................................................... 12
Misc. .................................................................................................................................................................................. 13

About [insert name]

[Name]
[DOB]
[SSN]

To do on death
1. Body
a. Contact funeral home OR
b. Contact medical school
2. Family/friend calls

First Name

Immediate Notification
Last Name
Relationship
Telephone

Email

Calls to make
Pension, Pay, and Life Insurance
[Company, amount due (on death, monthly, etc.), policy numbers and values, contact information]
Survivor Notes

Social Security
[SS number]
Survivor Notes

Homeowners/auto insurance
[Company, policy numbers, contact information]
Survivor Notes

Investments
[Company, policy numbers, contact information]
Survivor Notes

Attorney
[Company, contact information]

Survivor Notes

Bank
[Company, account, contact information, address]
Survivor Notes

Credit Card
[Company, account, contact information]
Survivor Notes

Arrangements
[Insert details:
Funeral home
Cemetery
Eulogy
Music
Flowers
Misc. (bagpipes, etc.)
Repast
Clothes to be buried in]
[Insert plot payments, etc.]

Obituary
[Contact info for newspaper]
[Insert prepared obit]

Will/Trust
[Contact information for attorney]
[Insert will/trust documents]

Insurance policies
[Contact information for insurance company(ies)]
[Insert policy documents]

Assets
[Make decisions about what to do with the assets]
1. Bank accounts (savings and checking)
a. [Institution(s)]
b. [Account number(s)]
2. Investments
a. [Institution(s)]
b. [Account number(s)]
3. Savings bonds

Liabilities
1. Credit cards
a. [Institution]
b. [Account number(s)]
2. Mortgage
a. [Institution]
b. [Account number(s)]
c. [Insert documents]
3. Loans
a. [Institution]
b. [Account number(s)]
c. [Insert documents]

Misc.
1. Employment agreements/contracts
2. Retirement/pension information