Financial checklist when loved one passes

Plan on getting a minimum of 10 death certificates to deal with all the financial accounts (investments, insurance, savings, etc.) of your loved one.  That's from Brad Barrett, partner and managing director at One Capital Management who also says it's extremely important to speak with your loved one's estate planner attorney and/or Power of Attorney to make sure everyone is on the same page.

Brad also says after the post-life celebration, you need to speak with Social Security Administration and credit facilities like Equifax and Trans Union.  You'll also need to learn the rules about inheriting different financial accounts.

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