When you experience the loss of a loved one, you can trust us to guide you through the arrangements necessary to create a meaningful ceremony. Contact us!

1. HILLSIDE MEMORIAL PARK AND MORTUARY

2. We cannot stress enough the importance
of planning in advance, we often
encourage families to use an Advanced
Healthcare Directive to plan and
determine what they want or need but
there will always be unforeseen details
after a loved one passes. After losing her
husband and realizing that there is not
an instruction manual for a surviving
spouse, Bobbe compiled a list of
suggestions from her experience that
could be helpful to others.

3. Call Social Security about your account.
Social Security notifies MEDICARE when a
spouse passes, affecting that month’s
payment. If you spouse passes before the end
of the month, you will not receive that
month’s payment; however, if the payment
was deposited in your account, you must go
the Social Security office to prevent any
unnecessary withdrawals from your account.

4. • Cancel health insurance supplements for the
spouse and discuss any and all unpaid
medical charges with the insurance company.
• Transfer over airline miles to a separate
account in your name. Airlines have different
policies so be sure to ask what documents
they require, some require the original death
certificate while others accept copies.

5. • Remove your spouse from the car
registration after the 41-day waiting period.
• Call all mailers to stop receiving mail for the
deceased.
• Check the primary account holder for credit
cards. If it is the deceased spouse, do not
cancel the card until you open a new card
with yourself as the primary account holder.
Canceling the previous one before opening
a separate card before will prevent account
fraud, charges, and freezes.

6. • Request a “Date of Death Appraisal” from a
realtor. A “Date of Death Appraisal” provides a new
value basis for your property. After receiving this
appraisal, contact a CPA about the fair market
value on the investment on the day you lost your
spouse.
• Notify your financial advisor. Your financial advisor
will update your family trust by removing the
deceased spouse and renaming it to your name
anywhere the updated information needs to
appear (checks, bank statements, etc.).

7. H I L L S I D E M E M O R I A L . O R G
H I L L S I D E M E M O R I A L . O R G / F U N E R A L - H O M E - C R E M A T I O N S - B E V E R L Y - H I L L S - C A
6 0 0 1 W C E N T I N E L A A V E , L o s A n g e l e s , C A 9 0 0 4 5
(310) 641-0707