NECESSARY DUTIES, TASKS & CHECKLISTS
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Personal Tasks Checklist Review your will and make any necessary changes. Review your own life insurance policies and make any necessary changes in beneficiaries and coverage. Credit cards: Return the deceased’s card with your next bill, cut in half, and request that their name be removed from the account.
Auto insurance: Cancel policies in the name of the deceased. If you have sold the vehicle, ask for a prorated refund of premium. If you plan to use the car, ask for a new policy in your name. Cancel unwanted memberships and request a prorated refund of dues.
You can find additional resources on our estate planning website: FSLegacy.org or call the Four Seasons Foundation at 828.513.2440 for a referral to an attorney, tax professional, or financial advisor.
FourSeasonsCare.org
866.466.9734
Four Seasons
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