What to do when someone dies
(step-by-step guide)


1. Immediate considerations

  • Responsibilities
  • Tell the right people
  • Register the death
  • Arrange and have the funeral
  • Financial and emotional support

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2. The first few weeks

  • Find a will
  • Stop and redirect mail
  • Deal with a vehicle
  • Check insurance
  • Cancel Power of Attorney
  • Deal with online accounts/digital assets
  • Open a separate bank account
  • Find all the beneficiaries

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3. Understand the estate

  • Find out where accounts are held
  • Notify companies and value estate
  • Check property titles
  • Business or foreign assets

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4. Find out which forms you need

  • What is confirmation?
  • Double-check you need it
  • Which forms do you need?
  • How to get confirmation easily

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5. Deal with the money

  • Make a plan
  • Changing a will
  • Sell or transfer assets
  • Pay off expenses and debts
  • Unknown debts

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6. Finishing off

  • Tax
  • Estate accounts
  • Paying inheritances

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