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    • Home
    • First Steps
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UnexpectedPassing.com

Beyond Wills & Estate Planning

  • Home
  • First Steps
  • Death Planning
  • Funerals, Etc.
  • Financial Details
  • Real Estate
  • Digital Footprint
  • Subscriptions
  • Shared Stories
  • Checklists
  • About Us & Site Policies

Notifications

First Call?

If you are the person in charge, first call the family of the deceased. Depending on the size of the extended family and how widely dispersed they are, you may want to rely on the immediate family to pass along the news to other family members. 


They may also be able to provide you with contact details for close friends. Do not hesitate to ask for assistance nor to accept it, if offered. 

  

House of Worship (if appropriate)

Once the family is notified, you will want to contact any house of worship the person attended and notify the person that would be either leading the memorial service, or the designated individual within the organization who deals with the funeral and memorial service planning.


Neighbors & Police

In large metropolitan areas, it is common for thieves to monitor the obituary sections of the newspapers and consider robbing homes that may have be left vacant due to a death in the family. They may also target neighbors or family members close by during the hours of the memorial or funeral service.


To protect the home(s) and content(s), alert surrounding neighbors and police to the situation. Ask the police to drive through the area at the time of the services, and more often than usual for the next few days. 

There will always be more calls to make. Take it one at a time and ask for help.

Cancellations Notifications

Mail and Packages

Newspapers and Magazine

Newspapers and Magazine

In keeping with the idea of protecting the property from theft or squatters, notify the Post Office to have all the mail forwarded to the estate lawyer or the executor/executrix or a family member. 

Newspapers and Magazine

Newspapers and Magazine

Newspapers and Magazine

  

Don't forget to cancel any newspapers or magazine subscriptions.

Other People to Notify

Throughout the Process

Throughout the Process

Throughout the Process

  

And there will be more people to notify as you settle the estate. 


Not everyone needs to be informed immediately.


Start a list and mark the date of when you reach each person or service. 


It may take more than one call.

Household Helpers

Throughout the Process

Throughout the Process

 Housekeepers

Senior Care Assistants

Lawn Care Companies

Dog Walkers

Snow Removal

Pool Maintenance


You may not want to stop all the services immediately, as the house and the yard will need to be maintained until the estate is settled and decisions can be made about the house and property. 

Employers & Advisors

Throughout the Process

Employers & Advisors

 If the deceased was employed at the time of his/her death, 

you will need to inform his or her employer and work      colleagues


Lastly, you will need to contact the financial representatives 

(as appropriate):

Financial Planners

Bankers

Stock Brokers

Investment Advisors 

Insurance Advisors

More on First Steps

Who's in Charge

The very first question when you learn of the death of a loved one, is who is in charge of carrying out their final wishes.  

More

Paperwork

Are there any personal papers clarifying their final wishes? 

More

Wills & Lawyers

The best place to start is to find a will or a lawyer’s telephone number.  

More

Care Arrangements

Are there children or pets that need immediate attention?  

More

Other Featured Sections

Death Planning

Financial Details

Death Planning

Personal Details

Detailed guide to prepare or fulfill final wishes

More

Funerals, Etc.

Financial Details

Death Planning

New Orleans Jazz Funeral

Where do you start? Physical remains, funeral options, death certificates, memorial services, etc.

More

Financial Details

Financial Details

Financial Details

Bank accounts, investments, pensions, properties, etc.

Next hurdle - how to handle financial records and accounts

More

Real Estate

Digital Footprint

Financial Details

Key reminders on securing residences - rented or owned, apartments or houses - after a loved one's death

More

Digital Footprint

Digital Footprint

Digital Footprint

Social Media & Digital Presence

What you need to know to protect and eliminate th deceased's digital presence

More

Subscriptions

Digital Footprint

Digital Footprint

Magazine subscriptions, memberships and more

Don't forget subscriptions, memberships and more...

More

Shared Stories

Shared Stories

Shared Stories

Funny, helpful and special stories that others have shared to help yo through the process

More

Checklists

Shared Stories

Shared Stories

For each section, download amd personalize a pdf checklist

More

When I Leave You & First Steps Checklist

When I Leave You - Our preplan document


First Steps Checklist

When_I_Leave_You (pdf)

Download

First_Steps_Checklist (pdf)

Download

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