Download pdf - When A Loved One Dies - US Urns Online … · When A Loved One Dies FINANCIAL ACCOUNTS ☐ Bank #1 _____ ☐ Bank #2 ... Birchbox, Showtime, Starz, Sling TV, MLB.tv,

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Page 1: When A Loved One Dies - US Urns Online … · When A Loved One Dies FINANCIAL ACCOUNTS ☐ Bank #1 _____ ☐ Bank #2 ... Birchbox, Showtime, Starz, Sling TV, MLB.tv,

ACCOUNTS TO CANCELWhen A Loved One Dies

FINANCIAL ACCOUNTS

☐ Bank #1 ___________________________________________________

☐ Bank #2 ___________________________________________________

☐ Bank #3 ___________________________________________________

☐ Credit union ___________________________________________________

☐ Credit card #1 ___________________________________________________

☐ Credit card #2 ___________________________________________________

☐ Credit card #3 ___________________________________________________

☐ Credit card #4 ___________________________________________________

☐ Credit card #5 ___________________________________________________

☐ Mortgage company ___________________________________________________

☐ Landlord ___________________________________________________

☐ Auto loan #1 ___________________________________________________

☐ Auto loan #2 ___________________________________________________

☐ Retirement accounts ___________________________________________________

___________________________________________________

___________________________________________________

☐ Certificate of Deposit ___________________________________________________

☐ PayPal ___________________________________________________

☐ BitCoin ___________________________________________________

☐ Other ___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

www.USUrnsOnline.com online resources for funerals

http://www.USUrnsOnline.com/
Page 2: When A Loved One Dies - US Urns Online … · When A Loved One Dies FINANCIAL ACCOUNTS ☐ Bank #1 _____ ☐ Bank #2 ... Birchbox, Showtime, Starz, Sling TV, MLB.tv,

INSURANCE

☐ Auto insurance ___________________________________________________

☐ Homeowners/renters ___________________________________________________

☐ Mortgage insurance ___________________________________________________

☐ Health insurance ___________________________________________________

☐ Life insurance ___________________________________________________

☐ Vision/dental insurance ___________________________________________________

☐ Other ___________________________________________________

___________________________________________________

___________________________________________________

UTILITIES

☐ Cell phone ___________________________________________________

☐ Landline telephone ___________________________________________________

☐ Cable television ___________________________________________________

☐ Internet ___________________________________________________

☐ Garbage & recycling ___________________________________________________

☐ Electric ___________________________________________________

☐ Gas ___________________________________________________

☐ Water ___________________________________________________

☐ Sewer ___________________________________________________

☐ Other ___________________________________________________

___________________________________________________

___________________________________________________

www.USUrnsOnline.com online resources for funerals

http://www.USUrnsOnline.com/
Page 3: When A Loved One Dies - US Urns Online … · When A Loved One Dies FINANCIAL ACCOUNTS ☐ Bank #1 _____ ☐ Bank #2 ... Birchbox, Showtime, Starz, Sling TV, MLB.tv,

SUBSCRIPTIONS

☐ Newspapers ___________________________________________________

___________________________________________________

___________________________________________________

☐ Magazines ___________________________________________________

___________________________________________________

___________________________________________________

☐ Online news/mags ___________________________________________________

___________________________________________________

___________________________________________________

☐ Home security system ___________________________________________________

☐ Netflix/Hulu/HBO/etc ___________________________________________________

___________________________________________________

☐ Amazon Prime ___________________________________________________

☐ Spotify/iTunes/Pandora ___________________________________________________

☐ Online gaming ___________________________________________________

☐ Online photo/data ___________________________________________________

☐ Antivirus/Norton/AVG ___________________________________________________

☐ Monthly box ___________________________________________________

___________________________________________________

☐ Other subscriptions ___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

Some common subscriptions: Adobe, Microsoft Office, Quickbooks, Dropbox, Evernote, Steam, Xbox Live,

Birchbox, Showtime, Starz, Sling TV, MLB.tv, streaming sports, niche website subscriptions, paid app

subscriptions, monthly clothing/shoes/shaving/food deliveries.

www.USUrnsOnline.com online resources for funerals

http://www.USUrnsOnline.com/
Page 4: When A Loved One Dies - US Urns Online … · When A Loved One Dies FINANCIAL ACCOUNTS ☐ Bank #1 _____ ☐ Bank #2 ... Birchbox, Showtime, Starz, Sling TV, MLB.tv,

MEMEBERSHIPS

☐ Trade unions ___________________________________________________

☐ Gym/health club ___________________________________________________

☐ Homeowners association__________________________________________________

☐ Costco ___________________________________________________

☐ Vitamins/supplements ___________________________________________________

☐ Prescription clubs ___________________________________________________

☐ Health cost-sharing ___________________________________________________

☐ Dental savings clubs ___________________________________________________

☐ Other ___________________________________________________

___________________________________________________

___________________________________________________

BUSINESS OWNERS

☐ Business bank acct ___________________________________________________

☐ Business credit cards ___________________________________________________

☐ Business phone ___________________________________________________

☐ Business utilities ___________________________________________________

☐ Business insurance ___________________________________________________

☐ Business car insurance ___________________________________________________

☐ Business memberships ___________________________________________________

☐ Website dues ___________________________________________________

☐ Other ___________________________________________________

___________________________________________________

___________________________________________________

Common recurring business costs: Website hosting, domain name, SSL, content management systems;

business associations such as local city, county, or state business associations, Better Business Bureau,

industry affiliations, certifications; advertising including online (Google Adwords), print, billboards, etc; recurring

supplies and deliveries.

www.USUrnsOnline.com online resources for funerals

http://www.USUrnsOnline.com/
Page 5: When A Loved One Dies - US Urns Online … · When A Loved One Dies FINANCIAL ACCOUNTS ☐ Bank #1 _____ ☐ Bank #2 ... Birchbox, Showtime, Starz, Sling TV, MLB.tv,

OTHER ACCOUNTS AND DUES

☐ Social Security ___________________________________________________

☐ Child support ___________________________________________________

☐ Pet-related dues ___________________________________________________

☐ Financial advisor ___________________________________________________

☐ Accountant ___________________________________________________

☐ Personal trainer ___________________________________________________

☐ College classes ___________________________________________________

☐ Hobby clubs ___________________________________________________

☐ Other ___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

Many of these lifestyle memberships or subscriptions are paid yearly, or monthly on draws from a checking

account. Make sure that the memberships are canceled so that there are no further charges. And it doesn't hurt

to ask for a partial refund for yearly dues paid in full.

www.USUrnsOnline.com online resources for funerals

http://www.USUrnsOnline.com/

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