Post-Funeral Checklist

Post-Funeral Checklist

After the funeral service there are a number of legal and financial matters that must be finalised. In order to simplify this for you, we have compiled a list of tasks that may need your attention in the months following the loss. We recommend that you bookmark this page for reference in the future.

  • Send thank-you / acknowledgement cards for flowers, donations, food and other tokens of support received from friends and family.
  • Obtain a copy of the death certificate, and have a JP certify ten or so copies to issue to financial institutions, insurers, service providers etc.
  • Compile all important documents such as insurance policies, the will, bank cards, deeds and titles, birth certificate, marriage certificate etc. Store all of these in a safe and central location.
  • Consult with a lawyer to commence proceedings in relation to the estate.
  • Finalise any accounts, including funeral invoices, medical bills and utility accounts.

 

Notify the following of the death, you may be required to provide these institutions with a copy of the death certificate.

  • Insurance companies
  • Superannuation fund
  • Financial institutions including banks, mortgage and credit card companies
  • The Australian Taxation Office
  • Dentist and doctor
  • Employer / former employer
  • Medicare
  • Utility providers including telephone, gas, electricity and water
  • Accountant / financial planner
  • Local post office
  • Centerlink
  • Commonwealth Department of Veterans Affairs
  • Clubs, organisations and associations with active memberships
  • Home delivery services including newspaper, groceries and magazines
  • Australian Electoral Commission
  • State transport authority (vehicle registration)

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