Primary Goal of this Step
Avoid nursing home and insurance fees by cleaning out the room of the person who died, if he or she was living in a nursing home or other care facility.
Make sure you have enough liquid cash available for living and other expenses.
Important Tasks: Take Care of Pre-Funeral Tasks
Make sure you have cash
As soon as a bank is notified of the death, any of the deceased’s accounts will be frozen until processed in probate. In order to make sure you have enough money for living and other expenses in the meantime, you may want to withdraw cash from the bank.
Clean out the deceased’s residence
If the person who died was living in a nursing home, assisted living facility, or hospice facility, there may be rules about how much time you have to remove the deceased’s personal property from his or her room. In order to avoid the potentially substantial charges that may result from insurance or Medicaid being discontinued, you’ll want to remove the deceased’s property as soon as you can.
Prepare yourself for the funeral
Figure out what you’ll wear to the funeral. If you need to purchase an outfit or have an outfit dry cleaned, these are tasks that someone else may be able to handle for you.
Gather personal items for the funeral
If a photograph or photographs of the person who died will be displayed at the service, collect those photos. If you will have a guestbook at the service, remember to bring the guestbook and pens.