Legal Tasks Notes
  Change bank account names                                                            
  Send out change of address cards  
  Change wills and insurance policies  
  Change beneficiary information on retirement plans and investments  
  Verify life insurance amounts and change beneficiary  
  Change health and dental insurance plan information  
  Change car insurance and registration  
  Request new social security card.  
  Change driver's license  
  Add name to utility bills  
  Change passport name  
  Re-register to vote  
  Change property title / mortgage name  
  Change tax records with employer and accountant  
  Change credit card information  
  Change club membership information  
  Change business cards and stationary  
  Change computer records and directories  
  Change magazines, catalog  subscriptions  
  Change school records.  

 

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