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 Bereavement 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

11.      Notify Doctors & Dentist

12.      Provide Grief Support Options

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