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:
Some organizations may require a copy of the death certificate before they take action.
A Checklist of Whom to Contact After Someone Dies
Not sure what to write? Here is a sample letter informing people of a death.
To Whom it May Concern
I wish to inform you of the death of Mr/Mrs/Miss/Ms
Date of birth:
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:
Relationship to the deceased: