Free private family roadmap
Start your My Family Plan
You do not need to have everything figured out. Start with the situation closest to yours, choose one manageable step, and save your progress only when you are ready.
Choose the support that fits today. Use the free checklist for a simple overview, or Request Help if you need personal support now. Get the Free Checklist Request Help
What feels most important after the loss?
Choose one place to begin. The selected worksheet opens immediately, with no account required.
Contact the appropriate authority or care teamFor an unexpected death call 911 or the appropriate authority; if hospice was involved, contact the hospice team.Choose funeral or cremation careCompare appropriate local care and confirm authorization, pricing, and timing directly.Request death certificatesEstimate how many certified copies may be needed and learn who can order them.Notify family and key contactsUse a simple calling plan and delegate notifications where possible.Secure home, property, and dependentsAddress pets, mail, vehicles, utilities, and urgent property responsibilities.Review benefits and required noticesIdentify employer, insurance, veteran, Social Security, and pension contacts that may apply.Begin estate and legal stepsLocate the will or trust and determine whether qualified legal guidance is needed.Address financial and tax accountsCreate a controlled list of institutions and deadlines without entering account credentials here.Manage the digital estateFollow lawful procedures for email, social, subscription, and device accounts.Find ongoing grief supportIdentify trusted personal, community, spiritual, or professional support.
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