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

What to Do When Someone Dies

Quick-Start Guide for Florida Families

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

This 19-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, personal, and Social Security-related steps families in Florida 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, including Florida-specific requirements
• Banking, insurance, creditor, and account notification checklists
• Identity protection and fraud prevention steps
• Comprehensive Social Security section for Florida survivors, including:
• Reporting a death to the SSA
• Returning improper payments
• Survivor benefits for spouses, children, and parents
• Lump-sum death benefit
• Application process and required documents
• Florida Medicaid and estate recovery considerations

Important Note

This Florida Edition is tailored to Florida probate procedures, state filing requirements, and Florida-specific benefits coordination. A separate nationwide version is available for families outside of Florida, covering general U.S. guidance without state-specific rules.

Disclaimer

This guide offers general educational and organizational information only. It is not legal, tax, financial, benefits, or medical advice. Life: Sorted, LLC is not a law firm and does not provide legal representation. For personalized guidance, consult a qualified professional in your state.

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