Mount Pleasant Group

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a Checklist  - What to do first
when a death occurs


Notify as soon as possible

  • Your doctor - who may provide medical certificate of death or request an autopsy to determine cause of death.
  • The funeral home to arrange for the transfer of the deceased (usually this can be done within 1-2 hours although it may take longer to obtain a release from hospitals) and set an appointment to make further arrangements
  • Relatives, executor/executrix and friends
  • Employers (the employer of the deceased and relatives who will need time off)
  • Insurance agents (life, health and accident)
  • Religious, fraternal, civic and veterans organizations and unions
  • Lawyer and accountant

Secure vital statistics of deceased

  • Full legal name - other names must be identified by “Also known as” (AKA)
  • Home address and telephone number
  • Name of business or employer’s name, address and telephone number
  • Industry and Occupation
  • Military service serial number
  • Date and place of birth
  • Citizenship
  • Father’s name and birthplace
  • Mother’s name, maiden name and birthplace
  • Locate the last standing will

Meet with Funeral Home

Decide within a few hours:

  • Clothing that the deceased will be buried/cremated in
  • Burial, cremation or entombment
  • The Funeral Director will ask if you have made any arrangements with a cemetery or crematorium. If you have not done this you will then need to visit the cemetery
  • Service details - would you like a visitation period, formal service, a reception
  • Whether a member of the clergy will be engaged for the service
  • Pallbearers, music, pictures, flowers, scripture or other readings
  • Casket selection
  • If you would like a charity to receive donations in lieu of flowers

Meet with the Cemetery

Decide within a few hours:

Whether you would prefer cremation or casket burial / entombment (if not already decided)

  • If Cremation:
    • Would you like to use our chapel for a short service prior to the cremation
    • What type of urn would you prefer (Metal, Wood, Marble, Ceramic, etc.)
    • What type of final resting place you would prefer for your loved one (choice of burial, above ground niches or scattering of cremated remains)
    • Would you like other members of the family to be with your loved one in the future - this determines the size of the resting place

    • Decisions to be made regarding burial of urn:
      • What type of memorial do you prefer (bronze or granite marker set flush with the ground or an upright memorial)
      • Would you like to protect your loved one’s urn with a concrete vault
    • Decisions to be made regarding above ground niches:
      • Would you like the niche to be inside a building or outside
      • What type of material would you like the niche to be constructed from (Granite or Bronze are choices for outdoor niches and Marble or Glass are choices for indoor
    • Decisions to be made regarding scattering:
      • Would you like to be present for the scattering
      • Would you like a memorial to be placed in the area
  • If Casket Burial:
    • Would you like other members of the family to be with your loved one in the future - this determines the size of lot
    • What type of memorial do you prefer (marker set flush with the ground or an upright memorial)
    • Would you like to protect your loved one’s casket with a concrete vault
    • What type of presentation would you prefer for the burial service
  • If Casket Entombment:
    • Would you like other members of the family to be with your loved one in the future - this determines the size of the crypt
    • What type of memorial package would you prefer (choice of flower vase and memorial light)

Pay For

  • Ambulance services if any
  • Funeral Arrangements, including clergy, florist and transportation
  • Cemetery and memorialization services
  • Current and urgent bills (i.e. mortgage, rent, taxes, telephone, etc.)

Collect Documents

(Required to establish rights for insurance, pensions, survivor benefits, ownership, etc.)

  • Will
  • Legal proof of age or birth certificate
  • Social Insurance Card
  • Marriage license
  • Citizenship papers
  • Insurance policies
  • Bank books
  • Deeds
  • Car ownership papers
  • Income tax returns, receipts or cancelled cheques
  • Military discharge papers