Although each survivor may have different tasks to handle, everyone must do some basic things. In the best situations, some preparation for these tasks will have already been made. A valuable lesson for all of us, at any age: Taking the time to organize papers makes a difficult time immeasurably easier for those left behind.
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Beneficiary Checklist (PDF)A list of everything you need in the event of a loved one's death.
What To Do FirstWhile it might be tempting to throw things out, you can't be sure what papers might prove to be important later on.
Within the First MonthNot every survivor needs an attorney, but a good probate lawyer can solve many problems and handle many headaches more easily than you can alone.
During the First Few MonthsAfter a death, you may need to transfer ownership or change the title on property, or modify documents.
Three to Six MonthsDepending on how involved you'll be with settling the estate, you may want to find a tax accountant to help you coordinate your efforts with your attorney.
By Month Nine
If you are involved in settling an estate, there are usually only a few details left by this time.
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Proceeds Plus Through TIAA
Life insurance beneficiaries' claims of $5,000 or more are handled through an interest-bearing Proceeds Plus account.
Sign in.
If you are a
Proceeds Plus account holder and do not know your ID or password, please call
1 800 343-2551.
