Family Follow Up Checklist

Family Follow Up Checklist

There are certain changes and cancellations that should be done once a certified death certificate is obtained.
Below we have a generic checklist to download of what may need to be canceled or transferred. 

This includes property, bank accounts, stock portfolios, or even filing an life insurance claim. 

Not all things listed will apply but we find it to be very helpful to our families as we assist them after their loved ones service. 

Should you have any questions, please do not hesitate to contact us 
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