What to Do When Someone Dies: A Comprehensive Checklist

DONALD DIETZ
Sep 19, 2025By DONALD DIETZ

Immediate Actions

When someone dies, the initial moments can be overwhelming. It's crucial to handle the immediate tasks with care and attention. First, confirm the death by checking for signs of life. If the death occurs at home and is unexpected, contact emergency services immediately. They will guide you on the next steps and confirm the death officially.

If the person was under hospice care, call the hospice nurse instead. They are trained to handle such situations and can provide necessary guidance and support. Remember, this is a time for calm and measured actions.

support group

Notifying Authorities and Family

Once the death is confirmed, notify the appropriate authorities if you haven't done so already. This includes local police or emergency services, especially if the death was sudden or unattended. They will help with necessary documentation and procedures.

Next, inform close family members and friends. This can be a difficult task, so consider enlisting the help of other family members or friends to assist with these calls. It's important to communicate clearly and compassionately.

Arranging for the Body

After notifying authorities, arrangements for the body need to be made. Contact a funeral home to transport the deceased to their facility. If the deceased had pre-arranged funeral plans, contact the chosen provider immediately. The funeral director will guide you through the process and assist with necessary paperwork.

funeral arrangement

Handling Legal Matters

It’s essential to locate any legal documents such as a will or trust to understand the deceased's wishes regarding their estate. If you cannot find one, you may need to consult with a probate attorney. They will help navigate estate settlement and ensure all legal obligations are met.

Additionally, secure the deceased’s property and belongings. This includes locking up their home, securing valuables, and safeguarding important documents like passports and financial records.

Informing Organizations and Agencies

Notify financial institutions, insurance companies, and government agencies about the death. This includes banks, credit card companies, Social Security Administration, and pension services. Each organization will have specific procedures for closing accounts or transferring benefits.

legal documents

Planning the Funeral or Memorial Service

Begin planning the funeral or memorial service according to the deceased’s wishes if known. Consider cultural or religious customs that need to be observed. The funeral director will assist with arrangements, including selecting a venue, choosing a casket or urn, and coordinating with clergy or officiants.

If the deceased did not leave specific instructions, discuss options with family members to plan a meaningful service that honors their life.

Managing Financial Affairs

Once immediate concerns are addressed, focus on managing the deceased’s financial affairs. This includes settling debts, filing final tax returns, and distributing assets according to their will or trust. Consult with a financial advisor or attorney for guidance during this process.

financial planning

Taking Care of Yourself

The days following a death can be emotionally taxing. It’s important to take care of your own well-being during this time. Allow yourself to grieve and lean on support from friends and family. Consider joining a support group if you need additional help processing your loss.

Remember, handling these tasks doesn’t have to be done alone. Enlist the help of relatives or professionals when needed to ensure everything is managed efficiently and compassionately.