People to Notify After Someone Dies
The executor of the estate will need to notify certain people
and organizations after someone dies. This is the first step toward
settling the person's affairs. Note that some organizations may
require information (such as a customer number) about the person's
accounts. In this case, we recommend you gather the following
important documents before notifying organizations of the person's
death.
First, Gather Important Documents
You can use these records to find reference information, such as
customer and policy numbers as well as Medicare information.
Some important documents to look for are:
- A will
- Birth and marriage certificates
- Property deeds and mortgage papers
- Home loan details (latest statement of loan account containing
details about finance for the property owned by the person who
died)
- Lease (setting out legal entitlements for a rented
property)
- Taxation records (with details of income and assets)
- Insurance policies (for example, home, contents and car)
- Life insurance policies
- Savings account details (showing where the savings are
kept)
- Any documents about prepaid funeral arrangements or burial
plots.
Some organizations may require a copy of the death certificate
before they take action.
A Checklist of Whom to Contact After Someone
Dies
- Doctor
- Funeral director
- Family and friends
- Executor of Will (if it's not yourself)
- Clubs
- Minister of religion
- Pallbearers
- Newspapers (for obituary)
- Department of Veterans' Affairs
- Social Security Administration
- Employers and pensions
- Banks, credit unions, etc.
- Insurance
- Hospital
- Social worker
- Health professionals (dentist, specialists)
- Health benefits fund
- Medicare
- Landlord
- Utilities companies (telephone [mobile and land], electric,
gas, water, waste)
- Cable company and Internet provider
- Vehicle registration and licensing
- Voter registration office
- Accountant and financial planner
- Lawyer
- Public services (library)
- Post office
Not sure what to write? Here is a sample letter
informing people of a death.
Sample Letter
To Whom it May Concern
I wish to inform you of the
death of Mr/Mrs/Miss/Ms
Surname:
Given name:
Date of birth:
Street address:
City:
State:
ZIP Code:
Date of Death:
I understand the above had
dealings with your organization.
The reference/account number for your organization was:
Please amend your records.
If you need to contact me for further information, my name
is:
Street address:
City:
State:
ZIP:
Telephone number:
Email address:
Relationship to the deceased:
Signature
Date
For more checklists on things to do after a person dies, visit
Full Circle of Care
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The Executor's Guide
By Mary Randolph
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