When Someone Dies — Checklist & Organizer for the First Weeks (PDF)

What to do when someone dies, in order: a checklist for the accounts, documents, notifications, and decisions of the first days and weeks, with a place to record every answer.

✦ NOW AI-READY ✦

This kit now works with your AI assistant (ChatGPT, Claude, Gemini, and similar). Drop the PDF into your AI chat, paste the starter prompt printed inside, and it walks you through the arrangements and paperwork one step at a time — notifications, documents, accounts, and costs, all recorded in one place. It never invents a detail, and it leaves legal and money questions for your attorney or CPA.

PATENT PENDING — U.S. Provisional Application No. 64/187,478

When someone dies, the grief is hard enough — the paperwork shouldn't make it worse.

In the first days and weeks after a death, families face dozens of tasks: who to notify, which documents to find, funeral decisions, accounts to close, bills to keep paying. This organizer walks you through it gently, one page at a time, in the order it usually needs doing.

Inside this organizer (18 pages, US Letter, print-ready):

A note before you begin — you don't have to do everything today

The First 48 Hours — a calm checklist for the first two days

Who to Notify — checklist and log for family, employers, doctors, insurers and more

Documents You'll Need — death certificates explained, plus a locator for the will, policies, deeds and IDs

Funeral & Memorial Planning Worksheet — their wishes, decisions, and a cost tracker

Writing the Obituary — a fill-in worksheet with gentle prompts

Accounts, Subscriptions & Memberships Tracker — what to close or transfer, with confirmation numbers

Money & Benefits Checklist — the things to ask about, and the bills to keep paying meanwhile

Care for the Caregivers — a support log for the help people offer

For the Hard Days — a quiet page of writing prompts and support resources

Important Contacts & Notes — one master sheet for everything

Print it, write in it, work at your own pace. Instant download after purchase.

Note: General information and organization only — not legal, financial, or medical advice. Rules and benefits vary; please consult the right professionals for your family's situation.

OUR PROMISE: If this kit isn't right for your situation, email us within 30 days of purchase and we'll refund you — no forms, no hassle.

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