Funeral arrangements checklist
Written plainly, because clarity is the useful thing here. Only the first group is urgent. Everything else can wait days or weeks, and most of it should.
42 items
Makes your own editable copy. No account needed.
The items
- The first days
- Obtain the medical certificate of cause of death
- Register the death — there is a legal deadline
- Order several certified copies of the certificate×6
- Contact a funeral director
- Check for a will, and whether it states any wishes
- Check for a pre-paid funeral plan
- Tell the closest family and friends yourself
- The funeral
- Burial or cremation
- Date, time and place
- Who leads the service
- Music, readings and who is speaking
- Flowers, or donations to a named charity
- Order of service printed
- Transport for close family
- Where people go afterwards, and food
- Notice in a paper or online
- People to tell
- Employer or school
- Bank and any card providers
- Pension providers and any benefits office
- Insurers: life, home, car, travel
- Landlord or mortgage lender
- Utilities, phone and internet
- Doctor, dentist and any care services
- Council or local authority
- Subscriptions and memberships
- Paperwork that follows
- Find out who is the executor
- Speak to a solicitor if the estate is complicated
- Value the estate
- Inheritance tax, where it applies
- Close or transfer accounts
- Redirect the post
- Cancel the driving licence and passport
- Deal with online accounts, when you are ready
- For the people doing this
- Let people bring food, when they offer
- Write down who has been asked to do what
- Take the time off work you are entitled to
- Nothing below the first group is urgentWeeks and months are normal for the rest. Nobody will mind.
Makes your own editable copy. No account needed.
Questions people ask
- What has to be done first after a death?
- Get the medical certificate, register the death, and contact a funeral director. Registration has a legal deadline in most countries; the rest genuinely can wait.
- How many copies of the death certificate do I need?
- More than you expect — banks, insurers and pension providers each want an original. Six is a reasonable starting number, and extra copies cost less later.