Speak with health insurance agent to seek help in filing health insurance incase the deceased was hospitalized and eligible for health insurance claims.
Speak to your life insurance agent seek help in filing death claims.
Incase the deceased was an employee, connect with the HR team or reporting manager to check and understand the death benefits of employee and understand the processes to collect the same.
Keep Aadhaar card, Pan card, death certificates in one place and make a few copies for official purposes.
The right of handing the finances remains with the legal heirs and nominees I am writing this post assuming the deceased had a life insurance policy, some financial investments or enrolled under some employee benefits. This is a vulnerable time, however, we need to show resilience for the sake of the young children, senior citizen parents and other dependents. In this hour of uncertainties, I am compelled to write this post dedicated to people who lost a young member in their families. In some unfortunate situations, young couple died leaving young children. This year I have seen and known death of too many young people, between 30- 40 years, having small children. We did not see death so closely before this. Nobody knows how long anybody will live, but the covid 19 pandemic has made the situation extremely painful.
- Choose a fee based financial planer to re align financial goals.