Prevent your family from having to ask the question:
What Do I Do Next?
At the time of losing someone we love, grief prevents us from operating at our normal capacity.
Pre-Planning Solutions, Inc. (PPS) offers practical assistance for your loved ones immediately following a death.
The PPS extended care program℠
1. Set Appointments with Key ADVISoRS
➢ Estate Planning Attorney ➢ Financial Advisor ➢ CPA Tax Preparer
2. Notify Financial Institutions and Credit Card Companies
3. Notify Social Security (800) 772-1213
➢ Request a Phone or In Person Appointment – Discuss Survivors Benefits
4. Notify Veteran Administration Office (800) 827-1000
➢ Order Presidential Certificate via the VA Form 40-0247 - Submit DD214
➢ Inquire About Life Insurance Policy with the VA
5. Notify Employer
➢ Request Final Paycheck and Possible Vested Vacation Time Accrued
➢ Inquire About Employee Life Insurance Policy or Union Death Benefits
➢ File for Pension or Annuity Benefits
6. Notify Life Insurance Agent(s) or Companies
➢ Request & File Insurance Claim Forms
➢ Cancel Policies that are Not Needed such as Medical Insurance
➢ Change “Named Insured” on Active Policies such as Auto Insurance
➢ Change Beneficiary Name on Active Policies for All Surviving Loved Ones
7. Notify Post Office
➢ Request Stop or Redirecting Mail at the Post Office
➢ Remove Name on Advertisers’ Mailing Lists - DMA.org
8. Notify Department of Motor Vehicles (DMV)
➢ Clear Drivers License or Identification Card
➢ Return Disabled Person Parking Placard – Must be returned within 60 Days
➢ Maintain Registration on Vehicle(s) until transferred
➢ Transfer of Owner Vehicle(s)
9. Notify Utility Companies
➢ Water & Gas & Electric
➢ Phone(s) and/or Cable Company
10. Cancel Subscriptions
➢ Magazines
➢ Memberships
