ABA/AARP Checklist for Family Survivors: A Guide to Practical and Legal Matters When Someone You Love Dies

ABA/AARP Checklist for Family Survivors: A Guide to Practical and Legal Matters When Someone You Love Dies

by Sally Balch Hurme
ABA/AARP Checklist for Family Survivors: A Guide to Practical and Legal Matters When Someone You Love Dies

ABA/AARP Checklist for Family Survivors: A Guide to Practical and Legal Matters When Someone You Love Dies

by Sally Balch Hurme

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Overview

A practical resource for dealing with family matters upon death, this first-of-its-kind publication from the American Bar Association and AARP - the nation's leading associations in the law and the advancement of issues that matter most to people 50+ and their families - helps answer the myriad of questions surrounding what needs to be done following a loved one's passing. This must-have book guides you through the steps to wrap up the personal and financial affairs of the loved one who died. Although the ABA/AARP Checklist for Family Survivors: A Guide to Practical and Legal Matters When Someone You Love Dies does not provide legal advice, it does include legal reasons, implications and complications that cover a variety of questions loved ones face upon death. In each chapter, you'll find convenient checklists to help guide you through the difficult time. Chapter topics include:

  • Applying for survivors' benefits
  • Checking on insurance benefits
  • Sorting through the stuff
  • Getting ready for probate
  • Taking care of yourself
  • And more!

The ABA/AARP Checklist for Family Survivors is not intended as a sit-down-and-read book. It is a workbook designed to help you understand what you need to do following a loved one's death guided by simple yet thorough forms. Whether you fill in the forms in the book or use the CD-ROM included in the back cover, you can take comfort in knowing that the matters upon a loved one's death can be handled with ease. While there are a number of books directed to the widow on matters of grief and financial planning, this is the first - from AARP and the American Bar Association's Senior Lawyers Division - comprehensive guide that answers questions for family survivors in one straightforward book.


Product Details

ISBN-13: 9781627222822
Publisher: American Bar Association
Publication date: 03/07/2014
Pages: 241
Product dimensions: 6.90(w) x 9.90(h) x 0.70(d)

About the Author

Sally Hurme is an elder law attorney and author. While with AARP for 23 years she worked on a wide variety of issues including advance care planning, surrogate decision making, consumer fraud, elder abuse, and financial security. Ms. Hurme was an advisor to the Uniform Law Commission in the drafting of the uniform guardianship jurisdiction act and Uniform Guardianship, Conservatorship and other Protective Arrangements Act. She also was a member of the U.S. State Department delegation that drafted the Hague Convention on the International Protection of Adults. She has authored 20 law review articles and book chapters on various elder law issues and taught elder law at George Washington UniversityLaw School. She is author of the ABA/AARP Checklist series: Checklist for My Family, Checklist for Family Survivors, Checklist for Family Caregivers, Get the Most Out of Retirement, and Wise Moves. She received her law degree from the Washington College of Law at American University, Washington, D.C., and her bachelor's degree from Newcomb College, Tulane Universityin New Orleans. Sally currently lives in Bridgewater, VA.

Table of Contents

Introduction ix

About the Author xv

My To-Do Checklists xvii

My Action Checklists xxiii

Chapter 1 Do First Things First 1

First Things Action Checklists 9

Burial 9

Celebration of Life 11

Charities 13

Cremation 14

Donation of Organs and Tissues 15

Entombment 16

Ethical Will/Legacy Documents 17

Funeral or Memorial Service Arrangements 18

Funeral Expenses 21

Obituary 23

Persons to Contact 24

Pet Care 27

Whole Body Donation 28

First Things: Other 29

Chapter 2 Get Organized for What Comes Next 31

Get Organized Action Checklists 35

Personal History of the Deceased 35

Children and Grandchildren 39

Parents 44

Brothers and Sisters 45

Grandparents 52

Stepgrandparents 54

Aunts, Uncles, and Cousins 55

Stepparents 58

Stepbrothers and Stepsisters 59

Records to Locate 61

Get Organized: Other 67

Chapter 3 Build a Team You Can Rely On 69

Build a Team Action Checklists 75

Assigned Tasks 75

Financial Professionals 78

Lawyers 80

Build a Team: Other 82

Chapter 4 Apply for Survivors' Benefits 83

Survivors' Benefits Action Checklists 97

Pensions 97

Social Security Benefits 99

Veterans' Benefits 100

Workers' Compensation 101

Survivors' Benefits: Other 102

Chapter 5 Find Out What's at the Bank 103

Banking Action Checklists 109

Certificates of Deposit 109

Checking Accounts 111

Credit Union Accounts 113

Safe-Deposit Boxes 114

Savings Accounts 116

Savings Bonds 117

Banking: Other 118

Chapter 6 Learn What's Available in Investments 119

Investments Checklists 127

Bonds 127

Money Market Funds and Accounts 129

Mutual Funds 130

Stocks 131

Individual Retirement Accounts (IRAs) 132

Roth IRA 133

401(k), 457(b). 403(b), and TSP Plans 134

SIMPLE IRA 135

SEP IRA 136

Investments: Other 137

Chapter 7 Check on Insurance Benefits 139

Insurance Action Checklists 151

Annuities 151

Automobile Insurance 153

Health, Disability, and Medicare Health Insurance 155

Homeowners' Insurance 158

Life Insurance 159

Other Residence Insurance 160

Other Vehicle Insurance 161

Insurance: Other 163

Chapter 8 Stay Put in Your Home for Now 165

Real Estate Action Checklists 173

Commercial or Rental Property 173

Condominium 174

Farmland 175

Rental Agreements 176

Residence 177

Time-share 178

Real Estate: Other 179

Chapter 9 Pay Debts 181

Pay Debts Action Checklists 189

Commercial Property Debts 189

Condominium 191

Credit Cards 192

Credit Reporting Companies 195

Farmland 196

Personal Debts 198

Residence 199

Time-share 201

Pay Debts: Other 202

Chapter 10 Sort through the Stuff and Papers 203

Sort Stuff Action Checklists 213

Passwords 213

Rewards Accounts 216

Son Stuff: Other 219

Chapter 11 Get Ready for Probate 221

Get Ready for Probate Action Checklists 231

Codicils 231

Gifts 232

Letter of Instruction 233

Living Trust 234

Will 235

Get Ready for Probate: Other 236

Chapter 12 Take Care of Yourself 237

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