Life: Sorted (US) What to do When Someone Dies - Quick Start Guide

What to Do When Someone Dies

Quick-Start Guide for U.S. Families

(Designed to be used as the front section of your Legacy Binder or as a standalone resource)

This 13-page, fillable guide provides a clear, step-by-step checklist of what to do immediately in the days and weeks that follow a loved one’s death. It covers the legal, financial, and personal steps families across the United States need to handle and is designed to help reduce stress and confusion during a difficult time.

When used as part of a complete Legacy Binder, this guide serves as a clear, quick-reference that helps your family find what they need and take the right next steps, even during moments of grief and urgency.

If you are using this as a standalone guide, this resource will walk you through the key steps, and we encourage you to consider preparing a complete Legacy Binder so your family is not left searching for important paperwork during a difficult time.

What’s Included

• Immediate steps to take within the first 24 hours and first few days
• How to obtain and use certified death certificates
• Filing and probate guidance with a general, multi-state overview
• Banking, insurance, creditor, and account notification checklists
• Identity protection and fraud prevention steps
• Contacts and advisor tracking pages
• Home, property, and essential information worksheets

Important Note

This U.S. Edition is designed for general use across all 50 states and reflects common rules and practices.

A separate Florida Edition is available for families who need Florida-specific probate procedures, state filing requirements, and benefits coordination.

Life: Sorted, LLC Disclaimer

Life: Sorted, LLC offers general educational and organizational information only; not legal, tax, financial, benefits, safety, or medical advice.

We are not a law firm, licensed professionals, or advisors. For personalized guidance, eligibility, or implementation, consult a qualified attorney, VA representative, financial planner, safety expert, or healthcare provider as appropriate. Use does not create any professional relationship. Referrals available upon request.

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