Hello, and welcome back to Powering Your Retirement Radio. Today's episode is not uplifting, but still worth a listen. We will all likely face this event once or twice in our lifetimes. Unfortunately, like most emotional and personal things, you learn by doing it and never really share it with anyone. So, here is an outline of things to consider when your spouse or a loved one passes away.
| 1 | Notify Friends and Family, designate the family members who can help with some of the necessary tasks | ||||||
| 2 | Contact a funeral home, medical school crematorium according to the deceased wishes | ||||||
| 3 | If the deceased was religious, contact their place of worship to arrange for services and other customs. Flowers, Picture Boards, Videos, Memorial Cards, Readings, etc... | ||||||
| 4 | Write the obituary, and send it to the local paper and funeral home. Name, age, city of Residence, date of death, birthplace and year, parent's name, biographic information, survivors, details of the service (Funeral home can help. | ||||||
| 5 | Update Social Media after the immediate family has been notified | ||||||
| 6 | Notify employers | ||||||
| 7 | Notify children's schools | ||||||
| 8 | Notify Social Security | ||||||
| 9 | Notify the Professional team, Attorney, advisors, tax professional, executor | ||||||
| 10 | Locate wills and Trust | ||||||
| 11 | Order 10 to 20 Death Certificates - Funeral home or Health Department | ||||||
| 12 | Set up a spreadsheet or notebook to keep track of food, gift cards, letters, phone calls & help provided so you can thank people later. | ||||||
| 13 | Make a list of people you can lean on for help and emergencies. | ||||||
| 14 | Call DMV - Car registration Expiration, cancel DL, is Auto Insurance still valid? Varies by state. | ||||||
| 15 | Rely on supportive people | ||||||
| 16 | Accept whatever help is offered | ||||||
| 17 | Allow the emotions to come; it will be a rollercoaster | ||||||
| 18 | Be honest with children, and allow them to participate to the extent they wish | ||||||
| 19 | Do judge people's reactions. Everyone grieves differently | ||||||
| 20 | Collect Veterans benefits | ||||||
| 21 | Determine recurring bills to be paid and or canceled | ||||||
| 22 | If the deceased was in a rental, determine the turnover of the property time frame | ||||||
| 23 | Create a calendar to keep track of important dates | ||||||
| 24 | Prepare to go through deceased possessions. | ||||||
| 25 | Practice good self-care | ||||||
For more information, please visit the podcast website: https://poweringyourretirement.com/2023/04/14/what-to-do-on-your-worst-day/
