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Wills, Estates and Elder Law Attorneys FAQ

Serving all of Pennsylvania

What should I do when a loved one dies?

1. Gather together name, address, and phone number of deceased
2. Length of residency in state
3. Business name, address, and phone number
4. Occupation and title
5. Social Security number; date and place of birth
6. U.S. citizenship
7. Parents' names and birthplaces
8. If applicable, military serial number or religious name

Notify

1. 1. Doctor(s) and funeral director
2. 2. All relatives and friends
3. 3. Employer of the deceased
4. 4. Insurance agents (life, health, and accident)
5. 5. Any organizations of which the deceased was a member
6. 6. Attorney, accountant, or executor of the estate

Decide and Arrange within a Few Hours

1. Burial location and casket type
2. Inscription on crypt front or gravestone
3. Clothing for deceased
4. Type of service (religious, military, or fraternal)
5. Clergy to officiate
6. Place and time of service
7. Organizations to which donations can be made in memory of the deceased
8. Provide information for eulogy
9. Select casket bearers
10. Flowers and music
11. Prepare a home to receive guests after the service (including food and extra chairs) and/or arrange for a restaurant meal
12. Arrange transportation, including funeral car list
13. Check and sign paper for burial permit
14. Meet and talk with clergy, funeral director and cemetery representatives about all details
15. Greet friends and relatives who call
16. Provide lodging for out-of-town relatives
17. Make list of all cards, callers, contributions, and floral tributes for mailing cards of thanks
18. Consult will regarding special arrangements and plan accordingly
19. Order death certificates
20. Make arrangements for child care

Collect Documents

1. Will
2. Birth certificate or other legal proof of age
3. Social Security card
4. Marriage license
5. Citizenship papers
6. Insurance policies (life, health, accident, property)
7. Bank books
8. All deeds
9. Bill of sale of car
10. Income tax returns, receipts, or cancelled checks
11. Veteran's discharge certificate
12. Disability and pension claims

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The wills, estates and elder law attorney team at Michael J. O'Connor & Associates is ready to begin tackling your legal problem today. Email or Call our toll free number at 1.800.518.4LAW for a free initial consultation and review of your case.

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