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What To Do When A Loved One Passes

SIT DOWN WITH YOUR PARENTS AND TALK ABOUT PRE PLANNING.
THIS IS MORE FOR YOUR BENEFIT THAN THE PARENT.
We recommend for you to pre-plan immediately.
How? let the VFBA give you advice on an insurance plan.

E-mail us a vfbateam@agifinancial.com or call at

1-800-311-6051 ex 2

Pre-Plan 

The death of a parent is one of the most traumatic experiences in life, whether it is
an expected or sudden loss. When you are faced with this type of loss, there are
many things to consider after the event has occurred.
First and foremost, it’s important to take care of yourself. Surrounding yourself
with supportive friends and family can help you get through the initial shock of
your loss.
Secondly find a trust worthy funeral director. He is now more important than the
doctor or the lawyer.
When you are ready to take care of necessary arrangements, it is important to find
a funeral provider. Most funeral homes offers the following benefits and services:
• Guidance through the process of planning a memorial service and funeral
with personalized services and experienced staff
• Immediate need services
• Flexible payment plans for preplanned cremation services
• A vast selection of quality, affordable urns
• Veteran cremation services.

2

Notify Family

It is imperative to notify family members and close friends of the passing of your parent as soon as possible. Notifying them immediately will help you navigate the difficult time following your parent’s death. They can help you organize a funeral and take care of any necessary affairs. Friends and family can also give you the emotional support you will need while coping with your parent’s death. They can also help you manage the legal and financial affairs left behind by your deceased parent. This will either be something as simple as contacting a power company to tell them that the parent is no longer living, filing tax returns, or another challenging task that can easily fall through the cracks.

3

Gather Documents

Making copies of important documents can help the process of managing your
parent’s affairs after they have passed away. For example, you’ll likely need two
copies of both the death certificate and the will anytime something official has to
be done.
The original documents should be stored safely by an executor or loved one until
everything has been settled. But since many of these documents will contain
sensitive personal information, the copies should be treated with as much care as
the originals. Many funeral homes also provide copies of death certificates and
other important documents as part of their services.

4

Obtain Death Certificates

If you’re in charge of the affairs of a loved one who has died, you’ll need death
certificates. It is recommended to obtain at least ten copies of a loved one’s death
certificate if you are in charge of handling their affairs.
Death certificates are required if you need to claim your parent’s property or
benefits, such as:
• Life insurance benefits
• Social security benefits
• Transfer of car title
• Bank and retirement accounts
• Veteran benefits

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Watch A  2 Minute Video About Pre Planning From AGI

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Thank You for visiting. Please spend some time with us and if you have any questions, don't hesitate to contact us.

Office:     1-800-311-6051 ext. 1
E-mail:     vfbateam@agifinancial.com

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