What is the first step to take immediately after a death occurs?

Prepare for the CUNA Financial Counselor Exam. Use flashcards and multiple choice questions to study, with hints and explanations included. Ace your exam with thorough preparation!

The first step to take immediately after a death occurs is to contact the funeral home. This is important because the funeral home can provide guidance on the next steps, including arrangements for handling the body and planning for the funeral or memorial services. They can also help the family navigate the immediate logistical and emotional challenges following a death. Engaging with a funeral home early on can help the family make informed decisions during a difficult time, ensuring that their wishes and the deceased's wishes are honored.

While contacting the deceased's employer, obtaining death certificates, and finding the will are important tasks that should be addressed in the days or weeks following the death, they are not as immediate as contacting the funeral home. Addressing the immediate needs related to the deceased's body and beginning the process of making funeral arrangements typically takes priority.

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