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- ☐ Notify appropriate health care providers or agencies such as hospice ☐ Contact the funeral home ☐ Identify who needs to be notified right away – family, friends, employers, caretakers ☐ Contact anyone listed as a power of attorney or executor of estate Arrange for Care ☐ Of minors ☐ Surviving spouse or partner who may need assistance ☐ Pets Arrange for Security ☐ Check that the home, business, or related property of decedent is properly secured and managed ☐ Check the contact list for the...
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Jan 29, 2024 · Agencies to notify when someone dies. After someone dies, notify the government programs and businesses they used. Cancel benefits payments and close or transfer accounts.
- 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.
- 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.
- Get a legal pronouncement of death. If your loved one died in a hospital, a doctor can take care of this for you. However, if your loved one passed at home or in another location, you'll need to know who to call.
- Arrange for organ donation, if applicable. Check your loved one’s driver’s license and/or advance directive to see if he or she was an organ donor. If so, let hospital staff know immediately (or call a nearby hospital if your loved one died at home).
- Notify close friends and family. Every family is different, and there’s no one right way to do this. For some families, sharing the news in-person or over the phone is critical.
- Decide what you’d like to do with your loved one’s body and arrange transportation. First, check to see if your loved one expressed any wishes about final disposition or had made prepayments to a funeral home or cemetery.
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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.
