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A private organizer for possible after-loss tasks, contacts and notes. The stages below are rough planning buckets, not legal deadlines or a universal sequence. Confirm required steps, timing and agencies with current local official guidance or a qualified professional.
The part that gets lost first: which bank, which pension, which cousin — and on what day. Add each one as you go, with the reference number they gave you.
Nothing logged yet. The first entry is usually the employer or the funeral home.
Tasks completed over time. On the days when it feels like nothing is moving, this is the evidence that it is.
The chart appears once you have completed tasks on two or more days.
Some practical matters may need attention sooner than others — for example immediate care of dependants or pets, or contacting the appropriate medical or donation service when relevant. The official process after a death varies by location and circumstances, so use this section as a prompt list rather than a universal order of events.
The grouping is meant to reduce cognitive load. Move tasks between stages or ignore items that do not apply once you have checked the current local requirements.
Requirements vary by location and institution. Before ordering, ask the funeral director or vital records office and the organizations you expect to contact whether they require a certified copy and whether they return it. A little advance checking can reduce both delays and the cost of ordering copies you do not need.
Three months in, somebody will ask whether the pension fund was notified. You will not remember. The notification log below exists for that exact moment: the name of the organisation, the date, the reference number, and one line about what they said. It is also what makes it possible to hand the whole thing over to a sibling for a fortnight without a two-hour phone call.
Very little of this has a real deadline. Cancelling a magazine subscription in month four is fine. Closing a social media account when you are ready, rather than when a list says so, is fine. The tasks with genuine legal deadlines are a short minority — tax filings, probate windows, some insurance claims — and they are worth confirming locally rather than guessing. The rest of the list is a way of making sure nothing is forgotten, not a schedule you are failing to keep up with.
No. There is no sign-up and no email address required. Everything you tick or type is saved only in this browser on this device, and nothing is sent to a server. You can also export a backup file or print the whole record at any time.
No. The order of events is broadly similar everywhere, but probate rules, deadlines and which agencies must be told vary by country and by state. Treat the list as a starting structure and confirm the legal steps with a local probate attorney or the relevant government office.
The number varies by location and by the institutions involved. Before ordering, ask the funeral director or vital records office and the banks, insurers, or agencies you expect to contact whether they need a certified copy and whether they return it. Ordering several initially may avoid delays, but do not assume every institution keeps one.