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Bereavement & Funeral Planning

A checklist of tasks to consider after the death of a loved one, from arranging the service to notifying others.

What this tool does

A checklist of tasks to consider after the death of a loved one, from arranging the service to notifying others.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 3 groups and 15 items.

  • Immediate arrangements (4 items): Obtain copies of the death certificate; Contact the funeral home; Notify close family; Review the will and any stated wishes
  • The service (6 items): Plan the type of service; Choose between burial and cremation; Write an obituary; Choose readings and music; Arrange flowers; Plan a reception or gathering
  • Notifications and affairs (5 items): Notify the employer; Notify relevant government benefit agencies; Notify banks and other account providers; Cancel subscriptions; Confirm who the executor of the estate is

Tip: Take it one step at a time and share tasks with people you trust. Ticks are saved on this device.

Limitations

  • It is a general list and is not specific to any country, religion or family situation.
  • It does not give legal, tax or financial guidance, deadlines or costs.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Is this legal or financial advice?
A: No. It lists tasks people commonly handle. Rules, deadlines and paperwork differ by place, so ask the funeral home or a qualified professional what applies to you.
Q: Do the tasks have to be done in this order?
A: No. Do what is needed first and ask others to take some tasks. The order here is a general guide only.
Q: Are my ticks saved?
A: Yes, in your browser on this device. They are not sent anywhere and do not follow you to another device or browser.

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