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Jan 29, 2024 · Notify the U.S. embassy or consulate in the country where the person died. They can help you communicate with local authorities and help with arrangements and documents. Learn more about how embassies can help following an American citizen's death in a foreign country.
- Secure certified copies of death certificates. Get 10 copies. You're going to need death certificates to close bank and brokerage accounts, to file insurance claims and to register the death with government agencies, among other things.
- Find the will and the executor. Your loved one's survivors need to know where any money, property or belongings will go. Ideally, you talked with your relative before she passed and she told you where she kept her will.
- Meet with a trusts and estates attorney. While you don't need an attorney to settle an estate, having one makes things easier. If the estate is worth more than $50,000, Harbison suggests that you hire a lawyer to help navigate the process and distribute assets.
- Contact a CPA. If your loved one had a CPA, contact her; if not, hire one. The estate may have to file a tax return, and a final tax return will need to be filed on the deceased's behalf.
- Attorney. You don’t need an attorney to settle an estate and make death notifications, but having one makes things easier. Additionally, your loved one might have already been working with an attorney to manage his or her end-of-life plans.
- Employer. Next, you’ll want to call or email your loved one’s employer (if he or she was still working). Ask for information regarding benefits, as well as any paychecks that might be due.
- Social Security Administration (SSA) Typically, funeral directors report deaths to the Social Security Administration. But ultimately, it’s your responsibility to ensure this notification gets made.
- United States Postal Service (USPS) You don’t want the deceased person’s mail to continue going to an address where new people might be living. To solve this issue, you’ll need to file a request to forward mail at your local USPS office.
- Immediately 1. Get a legal pronouncement of death. If no doctor is present, you’ll need to contact someone to do this. If the person dies at home under hospice care, call the hospice nurse, who can declare the death and help facilitate the transport of the body.
- Within a Few Days After Death 7. Arrange for funeral, memorial service, and burial or cremation. Search the person’s documents to find out whether there was a prepaid burial plan.
- Up to 10 Days After Death. 10. Obtain the death certificate (usually from the funeral home). Get multiple copies; you’ll need them for financial institutions, government agencies, and insurers.
- Know the Person's Wishes. For an elderly friend or relative: Know the location of the will, birth certificate, marriage and divorce certificates, Social Security information, life-insurance policies, financial documents, and keys to safe deposit box or home safe.
What to do if someone dies. Learn when and how to report a death, and what benefits we offer to eligible family members. How to report a death. Funeral homes generally tell us when someone dies. So, you don’t typically need to report a death to us.
Feb 22, 2023 · Contact the three credit bureaus (Equifax, Experian and TransUnion) to notify them of the death. Social Security will eventually notify the agencies, but it can take several months.
