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Transition
End-of-Life & After-Death Transition
A Power of Attorney ends at death, and the first days that follow bring many tasks at once. Eight checklists and trackers for the first days, notifications, death certificates, protecting property, mail and records, and a documented handoff to the person with legal authority.
8 working toolsPrintable PDFNational Edition · 2026
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This kit is Section 12 of the National Workbook. Kit 12: $24 · 8 tools. Complete Workbook: $59 · all 13 sections · 113 tools.
Choose one kit for a specific need. Choose the complete Workbook when you need tools across several areas. About the complete Workbook →
When this kit helps
- In the first hours and days after a death.
- When institutions, agencies and contacts need to be notified.
- When property, mail and records need to be protected.
- When records are handed to the executor, administrator or trustee.
What it helps you do
The Handbook explains how roles change after death. This kit organizes the steps and the handoff.
Who it’s for
Families in the period around a death, or preparing for it.
What’s inside
- Immediate steps after a death
- Notifications and death certificates
- Protecting property, mail and identity
- Handoff to the executor, administrator or trustee
This kit is one section of the POA Caregiver™ Workbook — National Edition, not the complete Workbook.
Why this resource exists
Each tool is here because a real moment in the Power of Attorney role called for a clearer way to keep track, ask the right question or document what happened.
Lived experience shaped these tools. It does not replace advice from a qualified attorney, healthcare provider, financial professional or other adviser.
Format & license
A printable PDF, for personal use. It is not a fillable PDF. Print as many copies as you need for yourself or a person you are assisting.
This resource is licensed for the purchaser's personal use and may be printed or duplicated for use in organizing information for themselves or a person they are assisting. It may not be resold, redistributed, shared publicly, uploaded to shared resource libraries, reproduced for commercial use, or modified and represented as another person's or organization's work.
National scope
National educational and organizational resources. Laws, documents, institutional requirements and local resources vary by state. These kits help you prepare and organize; they do not replace advice from qualified professionals or create Power of Attorney authority.