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Michigan Farm Bureau Family of Companies

What Do I Need to Do When a Family Member Passes?

Date Posted: April 26, 2021

No one wants to get ready for a family member to pass away but if you are prepared it can make the transition easier. When someone passes away there are many things that need to be done and a lot of people to contact. It's a difficult thing to consider, but making sure you've accomplished the items below can help prevent further stress in the long run.


• Funeral director
• Family clergy
• Legal advisor
• Social Security Administration
• Deceased family member's employer
• Life insurance agent
• Unions, service organizations, and professional organizations
• Financial advisors

Documents to Gather

• Insurance policies
• Will
• Bank books
• Tax returns
• Investment records
• Business agreements
• Social Security number
• Earnings record
• Auto registration
• Military discharge papers
• Birth and marriage certificates

Even if you're not currently in a position where you've lost someone close, it's helpful to consider whether you're prepared. Can you easily contact the people referenced above in addition to gathering those documents? If you are going to be handling responsibilities for a loved one, these are important questions to consider. 

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