Episode 25: What To Do When Someone Dies


Death can make everything feel confusing and complicated, even when it is somewhat anticipated.  Thankfully, there are some ways to make it easier on the people you leave behind, and some ways to make it easier on yourself if you have lost someone.

Every situation is different, but there are some things that are common to almost all situation.  John’s firm, Ross and Shoalmire, has created a checklist of things that families need to do after a loss.  It addresses the main things that need to be handled prior to death, immediately after the death, within a few days, within the first few weeks, and within the following year.

In today’s episode, Devin and John talk about the checklist and discuss some of the items that need to be addressed.

Highlights include:

  • How many copies of the death certificate do you need?
  • When do you need to speak with an elder law attorney?
  • Why you don’t need to rush with most tasks.
  • What to do if the death occurs at home.
  • Ways to protect against criminal activity during this time.

This episode is full of important knowledge and actionable steps.  You can use this information to plan for the future or deal with a current loss.

Resources mentioned in this episode:

Ross and Shoalmire’s free checklist What To Do After Someone Dies

Big Picture Retirement’s free e-book Three Steps To A Successful Retirement Plan

Big Picture Retirement Episode 10:  Get Organized

Once a month, Devin and John answer questions sent in by their listeners.  Would you like to hear your question in a future listener questions episode? Send yours to questions@bigpictureretirement.net.