Veterans Services: Survivor's Planning Guide: Timeline

Tarrant County Veterans Services

{Ball Park in Arlington}

Rangers Ballpark in Arlington

Benefit Programs for Survivors

Survivor's Planning Guide: Timeline

Do Immediately or As Soon As Possible

Call Pastor/family member/personal friend
Call Funeral Home
Call friends and relatives
Get all "important documents" together
Get list of "important numbers"
Arrange for funeral and burial (Honors?)

First Month

Week 1

Week 2

Week 3

Week 4

Inform insurers and pension plan administrators

Probate will

Contact Social Security regarding notification; benefits

Open checking account in your own name

Contact VA to check on benefits

Contact insurers about settlements

Send medical claims to insurers

See accountant regarding taxes; transferring assets

First Year

Second Month Fourth Month Sixth Month One Year

Prepare net worth statement

Establish a budget

Change credit cards to your name

Change billing name with phone; utilities; cable TV, etc.

Change auto registration

Change name on subscriptions/memberships

Update your will

Confirm your budget

See tax advisor

Review your investments
Consider relocation/type of accommodations

Content Last Modified on 2/18/2004 1:05:23 PM

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