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    • Home
    • Advice
    • Check List
    • Memorial Page
    • Giving
      • Charities
      • Environmental Groups
      • Hospitals + Medical
      • Religious Institutions
      • Scholarship Funds
      • Veterans Organizations
    • Vendors
      • Caskets & Urns
      • Catering
      • Crematoriums
      • Cemetery
      • Estate Attorneys
      • Funeral Homes
      • Florists
      • Grief Counselors
      • Officiants
      • Musicians
      • Transportation
  • Home
  • Advice
  • Check List
  • Memorial Page
  • Giving
    • Charities
    • Environmental Groups
    • Hospitals + Medical
    • Religious Institutions
    • Scholarship Funds
    • Veterans Organizations
  • Vendors
    • Caskets & Urns
    • Catering
    • Crematoriums
    • Cemetery
    • Estate Attorneys
    • Funeral Homes
    • Florists
    • Grief Counselors
    • Officiants
    • Musicians
    • Transportation

while still living

Family Caregivers

A relative or close friend provides care, which can be full-time or part-time.

Home Health Aides (HHAs)

Provide assistance with daily activities like bathing, dressing, and meal prep.

Certified Nursing Assistants (CNAs)

Offer more advanced care, including medication reminders and mobility assistance.

Companion Caregivers

Focus on companionship, light housekeeping, and transportation rather than medical tasks.

Adult Day Care Centers

Provide social interaction, meals, and activities during the day while allowing them to return home at night.

Assisted Living Facilities

Offer independent living with some assistance for daily tasks like medication management and housekeeping.

Skilled Nursing Facilities (Nursing Homes)

Provide 24/7 medical care for those with serious health conditions or disabilities.

Hospice Care

End-of-life care focused on comfort and quality of life.


Will & Estate Planning

Ensure you have a legally binding will that outlines how your assets will be distributed. Consider setting up a trust if needed.

Healthcare Directive/Living Will

Outline your wishes for medical care if you become unable to communicate.

Life Insurance

Ensure your family has financial support after you pass.

Beneficiary Designations

Keep retirement accounts, insurance policies, and bank accounts updated with correct beneficiaries.

Debts & Liabilities

Have a plan for how debts should be managed or paid off.

Funeral Preferences

Specify what type of service you want (burial, cremation, etc.), and prepay if possible to ease financial strain.

Passwords & Digital Assets

Provide access to important online accounts (banking, social media, business-related platforms, etc.). Consider a password manager or a digital will.

Legacy Documents

Share final thoughts, life lessons, or personal messages.

Power of Attorney

Assign someone to handle financial and legal matters if you're incapacitated.

Power of Attorney

Assign someone to handle financial and legal matters if you're incapacitated.

Within the first 24 hours

Legal Pronouncement

Request multiple certified copies of the death certificate

Funeral Home

Contact a funeral home or cremation provider to transfer the body.

Locate Important Documents

Look for a will, advance directive, or pre-paid funeral arrangements.

Within the first Few days

Choose a Funeral Home & Director

Select a funeral provider based on budget and preferences.

Decide on Burial or Cremation

If not pre-arranged, determine if the deceased preferred burial, cremation, or another option.

Set the Date & Location

Choose a venue (funeral home, church, gravesite, etc.). Consider travel time for out-of-town guests.

Plan the Funeral or Memorial Service

Choose clergy, officiant, or celebrant. Arrange speakers, music, and readings. Decide on a wake, viewing, or visitation (if applicable).

Arrange for Obituary & Public Announcements

Draft and submit to newspapers or online memorial sites.

Day of the Funeral

Arrive Early & Ensure All Plans Are in Place

Meet with the funeral director to confirm details.

Guide Guests & Provide Programs

Designate someone to greet guests and distribute programs (if applicable).

Conduct the Service

Ensure speakers and officiants are prepared.

Escort the Body to the Burial or Final Resting Place

If applicable, arrange for final prayers or rituals.

After the funeral

Send Thank-You Notes

Thank those who attended, sent flowers, or offered support.

Handle Financial & Legal Matters

Notify banks, insurance companies, and government agencies (Social Security, DMV, etc.). Contact an attorney to handle estate and probate.

Cancel Services & Subscriptions

Stop phone plans, utilities, credit cards, and subscriptions in the deceased’s name.

Manage Social Media & Online Accounts

Close or memorialize accounts.

Create a Lasting Memorial

Consider planting a tree, making a donation, or setting up a tribute page.


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