afterward
family
Overview
Tasks
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We'll walk this with you, Sara
Margaret's estate
· week 1
The only thing that matters this week is the first few.
A word before you start
In the first week, most families only need to do three things. Everything else can wait. I'll hold it for you.
What needs you now
1
Order death certificates
most estates need 8–12 copies
2
Find the will
Preword may already have it
3
Notify Social Security
I'll draft the call for you
Margaret's memorial
Her picture appears piece by piece as things get handled
Everything ahead
nothing is late
Death certificate & records
the paper that unlocks everything else
● Needs you
Will & probate
her wishes, made official
Not yet
Banks & accounts
6 institutions she wrote down for you
Not yet
Benefits & pensions
Social Security, Teachers' Fund
Not yet
Home & belongings
42 Linden Ave, in its own time
Not yet
From Preword
Connected
Margaret's will, wishes and account list are already here.