If the deceased was a business owner, ensure that valuables are secure and any immediate needs are being taken care of.

Items to locate include but are not limited to:

• Keys and codes


• Financial records / credit cards


• Key business documents (contracts, insurance forms, licenses, trademarks, etc)

Items to review and discuss next steps include but are not limited to:

• Lease / mortgage


• Utilities / autopayments


• Announcements of death on the business website or social media accounts

People to contact include but are not limited to:

• Business partners


• Employees


• Attorney


• Accountant


• Insurance provider


• Bank