Helping.Mom

When Dad Dies. 10-step Plan

Terry, Army Vet & Caregiver Episode 81

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What to do when mom dies. 
10-point outline. 
Each bullet point is a podcast. 

1 Communicate out. Task helper 
2 Plan short term where bury, type casket, funeral home, speaker, meal, flowers, media outlet / social media 
3 Secure pets, mail, trash, fridge, utilities 
4 Get death certificate x 25 cert copies. Digitize it. Email/save to yourself. 
5 Get cash soon. Long process. 
6 Find Will, Open Estate. Collect debts & identify assets. 
7 Cancel monthly charges drains on bank accounts & credit cards 
8 Box up/throw out/distribute assets
9 Convert—mail, bills, bank accounts, IRAs 
10 6-months from now — Grieve. Move, date, what next God’s Will?

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