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After a Death Navigation Kit

$49.00

When someone you love dies, you suddenly have dozens of tasks and no clear order to do them in. This 57-page fillable PDF puts everything in one place and sets it in a sensible order. It's written for a spouse, adult child, parent, sibling or friend who is handling the details.

What's inside

  • A "what's urgent and what can wait" timeline, plus a first-72-hours checklist

  • A complete funeral and celebration of life preparation checklist, with a funeral home price comparison, service program planner, obituary worksheet and budget tracker

  • A death certificate planner (Texas fees and who can order) and a log of who receives each certified copy

  • Step-by-step pages for Social Security, Medicare and Medicaid, veterans benefits, pensions and final taxes

  • Trackers for bank accounts, life insurance, retirement accounts, debts, credit reports and identity protection

  • A Texas probate pathway sheet, an attorney interview sheet, and pages for the house, vehicles, digital accounts and subscriptions

  • Sample letters to creditors, banks, insurers and friends, plus pages on supporting yourself, children and dependents

How it works: Type directly into the PDF or print it. Clickable contents, colored tabs and bookmarks help you jump to what you need. Task lists have WHO and DATE DONE boxes so family members can share the work.

These are practical templates, not legal, tax or financial advice. Laws, fees and benefit amounts change, so confirm details with the agency or a Texas attorney.

When someone you love dies, you suddenly have dozens of tasks and no clear order to do them in. This 57-page fillable PDF puts everything in one place and sets it in a sensible order. It's written for a spouse, adult child, parent, sibling or friend who is handling the details.

What's inside

  • A "what's urgent and what can wait" timeline, plus a first-72-hours checklist

  • A complete funeral and celebration of life preparation checklist, with a funeral home price comparison, service program planner, obituary worksheet and budget tracker

  • A death certificate planner (Texas fees and who can order) and a log of who receives each certified copy

  • Step-by-step pages for Social Security, Medicare and Medicaid, veterans benefits, pensions and final taxes

  • Trackers for bank accounts, life insurance, retirement accounts, debts, credit reports and identity protection

  • A Texas probate pathway sheet, an attorney interview sheet, and pages for the house, vehicles, digital accounts and subscriptions

  • Sample letters to creditors, banks, insurers and friends, plus pages on supporting yourself, children and dependents

How it works: Type directly into the PDF or print it. Clickable contents, colored tabs and bookmarks help you jump to what you need. Task lists have WHO and DATE DONE boxes so family members can share the work.

These are practical templates, not legal, tax or financial advice. Laws, fees and benefit amounts change, so confirm details with the agency or a Texas attorney.

After-a-Death Navigation Kit (Texas)

What this kit is. A set of checklists, trackers, worksheets and sample letters that help you organize the practical tasks that follow a death in Texas. It is not a set of court forms. It does not contain a will, an affidavit, a deed, a probate application, a tax return, or any other document that has legal effect on its own. Pages that describe probate, benefits, taxes or property explain general options in plain language. They do not tell you which option is right for you.

Authority and property. Do not rely on this kit to decide who has legal authority over the body, the funeral, the accounts or the property. The facts of your family and the person’s documents control.

When to see a Texas attorney. A will, real estate or a business is involved; the estate is large or complicated; family members disagree; there is a minor child or a dependent with a disability; a creditor or collector is threatening a claim or lawsuit; Medicaid estate recovery may apply; or you are unsure what you are signing, filing, transferring or distributing.

Not a substitute for the advice of an attorney.