| ✓ | Obtain death certificates | Jan 20 · 10 copies |
| ✓ | Notify immediate family | Jan 20 |
| ✓ | Contact funeral home | Jan 20 |
| ✓ | Secure the home | Jan 21 |
| ✓ | Notify employer | Jan 21 |
| ✓ | Contact clergy / officiant | Jan 22 |
| ✓ | File death certificate with county | Jan 27 |
| ✓ | Contact estate attorney | Jan 28 · Weinstein & Assoc. |
| ✓ | Notify Social Security Administration | Jan 30 |
| ✓ | Contact life insurance provider | Feb 2 · claim Phase 5 |
| ✓ | Notify banks (initial notification) | Feb 5 |
| Close joint credit card | Feb 12 |
| Transfer utility accounts to sole name | Feb 18 · gas, electric, water |
| Cancel subscriptions (7 of 7) Settle handled | Feb 22 |
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Call First National Bank — request estate account review
today
Call 1-800-382-5400 ext. 7, ask for Estate Services
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Transfer brokerage account to estate
waiting on confirmation letter from First National Bank
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Close individual credit card
Available after bank closure is confirmed
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Update mortgage to survivor name
Available ~Mar 10 — requires bank transfer complete
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File final bank paperwork with estate attorney
Available after all accounts are processed
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- 1.Transfer car title to survivor
- 2.Update home deed (survivorship)
- 3.File for probate (if required)Attorney will advise
- 4.Inventory and appraise estate assets
- 5.Notify creditors of estate
- 6.Update vehicle insurance policies
- 7.Resolve outstanding debts
- 1.Claim life insurance benefit
- 2.Apply for Social Security survivor benefit
- 3.Claim VA burial benefit
- 4.Claim unclaimed property (Illinois)
- 5.Review pension / retirement accounts
- 6.Update beneficiaries on your own accounts
- 1.File Robert's final income tax returnDeadline Apr 15, 2026
- 2.Distribute assets per will or trust
- 3.Close estate bank account
- 4.File final estate accounting (if probate)
- 5.Discharge executor / personal representative
- 6.Archive all estate records