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End of Life Planning Guide
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After a death checklist
The calls, the copies, and the payments that have a clock on them.
What to do in the first 72 hours after a death
The five things that are genuinely time-sensitive, the popular advice that causes harm if you follow it this week, and why calling 911 can be the wrong call.
Eleven minutes
How to get a death certificate
Who is allowed to request a certified copy, where to order it, what it costs in your state, and why the funeral home's price may not be the state's price.
Five minutes
How many death certificates do I need?
A working number, and the list of institutions that require an original rather than a copy.
Four minutes
How to notify Social Security of a death
Who reports it, which payment has to go back and which one does not, and the $255 rule most families get wrong.
Four minutes
Social Security survivor benefits
Who qualifies and for how much, the strategy the 2015 law left intact for widows only, and why nobody from Social Security is going to call you.
Six minutes
Small estate affidavit
What it can move, what it almost never moves, why "no court involved" is only true in some states, and the liability you take on by signing.
Seven minutes
Other topics
Advance directive and healthcare proxy
Power of attorney
Cremation costs and planning
Aging parents and caregiving
Wills and estate planning
Funeral preplanning
Cemetery plots and burial
Digital legacy and emergency planning
Reading is not the work. Writing it down is.
Get the 72-Hour File, $37