Apr 8, 2014
In First Joint Book Effort, AARP and ABA Publish Practical Guide for Family Survivors
“Checklist” provides information, guidance and support following the loss of a loved one.

AARP, along with the American Bar Association (ABA), joined forces to publish a book for the survivors of deceased loved ones, the first co-publishing endeavor between the two organizations.

“ABA/AARP Checklist for Family Survivors: A Guide to Practical and Legal Matters When Someone You Love Dies” (AARP and ABA; March 2014; ISBN: 978-1-62722-282-2, $19.95serves as a one-stop resource for family members when a loved one dies, helping them to assemble the important documents that they need and listing the steps to take during a stressful and emotional time.

Written by Washington, D.C.-area AARP lawyer and former ABA staff lawyer Sally Hurme, the “Checklist for Family Survivors” guides readers through:

  • Creating a simple system to organize investments, assets and estate planning information.
  • Keeping letters and forms updated.
  • Gathering key information in either paper or electronic form.
  • Getting organized in financial and legal matters.
  • Assembling a team and working with key advisers to handle everything in confidence.
  • Taking responsibility in an especially difficult situation.

This comprehensive yet straightforward book is intended to help family members deal with the myriad of financial and legal matters that are essential to manage when a family member dies. The book consists of easy-to-read checklists and forms that the reader is able to fill in and offers a convenient CD-ROM containing the documents in electronic format.

The book is a companion volume to Hurme’s 2011 book, “ABA Checklist for Family Heirs,” which was published solely by the ABA.


About the author:

Sally Balch Hurme, J.D., is currently a Senior Project Manager with the AARP Health Law Education team. In her twenty years at AARP, she has advocated on a wide range of issues including consumer fraud, financial exploitation, elder abuse, surrogate decision making, advance care planning, health care fraud, and financial security. She is well recognized as an elder law advocate who is quoted frequently in national media, including the Wall Street Journal, USA Today, CNN.com, Money, Kiplinger’s Retirement Report, NPR, and AARP The Magazine.  Hurme received her B.A. from Newcomb College of Tulane University and her J.D. cum laude from Washington College of Law, American University. She lives in Alexandria, VA.

By Sally Balch Hurme
ABA/AARP/ 978-1-62722-282-2/ March 2014

For more info, visit www.aarp.org/books.


AARP is a nonprofit, nonpartisan organization, with a membership of nearly 38 million, that helps people turn their goals and dreams into real possibilities, strengthens communities and fights for the issues that matter most to families such as healthcare, employment and income security, retirement planning, affordable utilities and protection from financial abuse. We advocate for individuals in the marketplace by selecting products and services of high quality and value to carry the AARP name as well as help our members obtain discounts on a wide range of products, travel, and services.  A trusted source for lifestyle tips, news and educational information, AARP produces AARP The Magazine, the world's largest circulation magazine; AARP Bulletin; www.aarp.org; AARP TV & Radio; AARP Books; and AARP en Español, a Spanish-language website addressing the interests and needs of Hispanics. AARP does not endorse candidates for public office or make contributions to political campaigns or candidates.  The AARP Foundation is an affiliated charity that provides security, protection, and empowerment to older persons in need with support from thousands of volunteers, donors, and sponsors. AARP has staffed offices in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Learn more at www.aarp.org.

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