Joan assists families in:

• Applying for survivor benefits with the Social Security Administration: i.e. death, spousal and dependent child benefits
• Applying for military pension/benefits including contacting the U.S. Veterans
• Administration for applicable benefits and providing appropriate forms to initiate claims
• Notifying employers, pension plans, credit unions and all things related to the deceased's
• Employment issues
• Filing insurance claims/transferring stock ownership associated with the demutualization process
• Notifying creditors including credit card companies
• Notifying the car insurance company
• Retrieving unclaimed properties from U.S. Department of Treasury
• Transferring vehicle titles

• Notifying Medicare and Medicaid programs
• Notifying Pennsylvania Prescription Assistance or PACE, PACENET, or PACE Plus
• Medicare agency
• Reviewing outstanding medical bills and payment of same
• Contacting supplemental medical insurers, long-term care insurance programs, and procuring refunds on premium as applicable
• Calling home health care services, including adult day care providers
• Connecting families with public and private grief and loss services
• Advising families for future medical care
• Returning handicapped parking tags to the state of Pennsylvania
• Notifying Pennsylvania food stamps provider
• Contacting American Association of Retired Persons and American Automobile Association

• Financial institution(s) regarding checking and savings accounts,
• Individual Retirement Accounts, Certificates of Deposit, stocks and bonds
• Finding an attorney-at-law regarding necessary steps related to the estate
• Identifying an accountant/tax advisor