Residential tasks are important to manage whether it is a privately owned home, an assisted living or retirement community, or a rental unit.
The residence is likely the first place you will begin your tasks. It may be difficult to concentrate on what is necessary to handle sooner rather than later. We list the tasks in order of importance so you don’t have to figure it out on your own.
Use our free Residential Tasks checklist to help make the process more manageable and you may use your support system almost exclusively.
Other Free After-Death Resources:
Organizational Tools (Support System) to get organized.
Telephone Script (Financial Tasks) to notify entities by phone.
Notify Services and Accounts (Financial Tasks) instructions and forms to change and cancel accounts.
Financial Tasks checklist to understand the financial considerations.
Legal Tasks to understand the legal considerations.
Decedent Information form to reference vital statistics.