Many families discover that even with a will or trust in place, there’s still a long list of details someone has to track down: insurance policies, bank accounts, passwords, and more. The H.U.G. File brings all of it together in one place, so you can focus on what matters most.
When a loved one passes, the last thing a family should have to do is search for answers. This checklist covers the documents, accounts, and details your family will need — organized so you can gather them now, one category at a time.
Download the full checklist below and take your time filling it in, or share it with a family member who can help.
As a KPC client, you also have access to Your One Number to Call, a membership service that takes the burden of notifications off your family’s shoulders. When the time comes, one call handles the rest, from notifying loved ones and employers to contacting financial institutions and the funeral home, so your family can focus on grieving instead of logistics.
Call 1-855-858-2255, staffed 24/7 by real people, or visit youronenumbertocall.com to learn more.
In the days that follow, the essentials generally fall into a few categories: making funeral or burial arrangements, notifying key people and institutions, and locating important documents like the will, insurance policies, and account records. The checklist above walks through each step in order so nothing gets missed during an already overwhelming time.
The H.U.G. File is a free checklist from KPC Financial Solutions designed to help families organize the practical, financial, and personal details that need attention after a loss. It’s meant to take some of the guesswork out of an already difficult time.
Notifications typically go out to the deceased’s employer, banks and financial institutions, insurance companies, and any subscription or membership services in their name. The checklist above breaks these down by category so you can work through them one at a time.
Your One Number to Call is a membership service available to KPC clients. Instead of tracking down and contacting each institution individually after a death, a single phone call sets the notification process in motion on your behalf.
