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Family Checklist

Do you know all the steps involved when your loved one passes? Our convenient checklist can help make this difficult time a little easier.

✓ Contact Social Security

Phone: 1-800-772-1213
Website: www.socialsecurity.gov

It is important to contact Social Security to see if you qualify for benefits.

✓ Contact Veterans Administration

Phone: 1-800-827-1000
Website: www.va.gov

Many programs and benefits are available to families of veterans.

✓ Contact Your Accountant / Broker:

Be sure to contact your accountant or broker regarding any mutual funds, stocks, bonds, trusts, taxes, pension, and any other personal financial accounts.

✓ Contact Your Attorney:

Your attorney can help with wills, deeds, titles, and any other legal paperwork.

✓ Contact Your Insurance Company:

Make sure to contact your insurance company regarding any policies including life, home, auto, or any additional policies.

✓ Order Death Certificates:

Arizona is a “Closed Record” state. That means that vital records are not public record. To protect the confidentiality of our citizens, Arizona Admin Code R9-19-405 specifies that only the following persons may receive a certified copy of a death certificate: Spouse, Immediate family members, or Attorneys representing: family members, estates, or persons with a legal interest. Applicants must be 18 or older, provide proof of relationship (birth certificate, marriage license), proof of interest (Will, Insurance policy, court order, title, or other document that establishes a legal interest in the record). Remember to sign the application, provide valid government issued identification, and submit the appropriate fees.

✓ Bring Personal Effects to Funeral Home:

Provide funeral home with clothing, jewelry, photos, or any personal belongings to be used for services.

✓ Order Flowers:

If you wish, you can have flowers sent to the funeral home. We can provide a list of local flower shops to you if needed.

✓ Obituary Information:

If you would like to have an obituary in the newspaper, we can submit the information for you. Simply provide us with details.

Do You Have Questions?

We are happy to answer all your questions in great detail.

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