Losing a Loved One: Tasks You May Not Want to Delay

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aem-Grid--12 aem-Grid--default--12 aem-Grid--phone--12 "> <div class="article-side-panel aem-GridColumn--default--none aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--default--4"> <aside class="cmp-article-side-panel "> <article class="cmp-article-side-panel-container"> <section class="cmp-article-side-panel-content"> <p class="eyebrow"><a href="/insights/wealth-planning" class="link">Wealth Planning</a></p> <h1 class="title">Losing a loved one: Tasks you may not want to delay</h1> <p class="date">November 13, 2024</p> <p class="description"> During a difficult time, having a checklist of important tasks may help alleviate some of your stress. </p> </section> <nav class="cmp-article-side-panel-chapter-nav"> <ul class="chapter-nav-container" id="chapter-nav-container">  </ul> <div class="select-wrapper"> <select class="mobile-chapter-nav" name="mobile-chapter-nav" 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src="/content/dam/jpmorgan/images/jpma/losing-a-loved-one/banner-loss-of-a-loved-one-766x430.jpg"/> </div> <div class="cmp-article-page-header__lower-container"> </div> </div> </div> </div> <div class="contributors aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--8"><div class="contributors"> <div class="cmp-contributors "> <div class="cmp-contributors__inner-container"> <h2>Contributors</h2> <div class="cmp-contributors__lower-container"> <div class="contributor"> <img src="/content/dam/jpm/wealth-management/headshots/adam-frank-1000x1000.jpg" loading="lazy" alt/> <div class="contributor__info-container"> <p>Adam Frank</p> <p>Managing Director, Head of Wealth Planning and Advice, J.P. Morgan Wealth Management</p> </div> </div> </div> </div> </div> </div> </div> <div class="text cmp-text--pt aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--8"> <div class="cmp-text "> <p>The loss of a loved one is an incredibly difficult and stressful period. Having a list of items to take care of, and preparing in advance as much as possible, can help make those trying moments a little less stressful. Some items you may want to consider include the following:</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Obtain death certificates – and get more than you think you’ll need</span></span></span></h2> <p>In general, it is easier to obtain death certificates from a funeral home earlier, rather than waiting, and it’s always better to overorder them. You will need death certificates for life insurance policies, bank accounts, CDs, investment accounts, credit card accounts, mortgages, Social Security and more. Retain extra copies of death certificates, since they may be needed to prove the death of the deceased in other, later proceedings.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Care for pets</span></span></span></h2> <p>It is important to arrange care for the decedent’s pets as quickly as possible.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Arrange for a house sitter during the funeral</span></span></span></h2> <p>Thieves can target homes based on information that appears in obituaries, which often includes funeral arrangements.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Notify anyone holding a power of attorney</span></span></span></h2> <p>After the passing of your loved one, any power of attorney will no longer be valid. An attorney-in-fact holding a power of attorney can no longer act on the principal’s behalf.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Gather important documents</span></span></span></h2> <p>Locate wills and any codicils, trusts and any amendments, and other estate planning documents. Gather documents relating to assets and liabilities, including bank and brokerage accounts, life insurance policies, safe deposit boxes, credit card statements, subscriptions, dues, mortgage statements, utilities and other assets or liabilities.</p> <p>In addition, gather information related to digital assets, such as online repositories for photographs or online asset accounts, such as a PayPal or an online banking account. If you have the authority to do so, you should consider canceling subscriptions, memberships, credit cards and other recurring payments, as appropriate.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Contact a lawyer</span></span></span></h2> <p>You may need to begin probate proceedings soon after your loved one’s death in case their family members or other beneficiaries have emergency costs that must be covered.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Investigate death benefits</span></span></span></h2> <p>Social Security and life insurance may not be the only assets that offer death benefits. Unions, veterans’ organizations, pensions, annuities, and others should also be explored. Make sure that your own beneficiary designations, including those for life insurance policies and retirement plans (such as 401(k)s and IRAs), are up to date. Also, if necessary, make sure your withholdings on Form W-4 accurately reflect your new family reality.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Keep records of payments and expenses</span></span></span></h2> <p>Keeping good records of payments and expenses you make on behalf of the deceased’s estate should make it easier for you to get reimbursed by the estate. In addition, the estate may be able to deduct these payments and expenses against its estate tax or its income tax.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Look into employee benefits</span></span></span></h2> <p>Possible employee benefits include accrued vacation, death benefits, deferred compensation and more. Some of those benefits could be passed on to the estate of your loved one or to specific beneficiaries.</p> <h2><span class="section-header"><span class="accented-text"><span class="title-large">Consult an advisor</span></span></span></h2> <p>In difficult times, it may be especially helpful to talk to your or your family’s legal, financial or tax professionals and review all steps to take and options you may have to consider. </p> </div> </div> <div class="text cmp-text--light cmp-text--pt aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--8"> <div class="cmp-text "> <h2><span class="accented-text"><span class="title-large">Connect with a Wealth Advisor</span></span></h2> <p>Reach out to your Wealth Advisor to discuss any considerations for your current portfolio. If you don’t have a Wealth Advisor, click here to tell us about your needs and we’ll reach out to you.</p> <p><a title="Contact us" href="/wealth-management/wealth-partners/contact-us">Connect now</a></p> </div> </div> <div class="text cmp-text--pt aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--8"> <div class="cmp-text "> <p><b>IMPORTANT INFORMATION</b></p> <p>This material is for informational purposes only, and may inform you of certain products and services offered by J.P. Morgan’s wealth management businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. 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Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan representative.</p> <p><b><u>NON-RELIANCE</u><i>. </i></b>Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. 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