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.
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.
Don't forget to cancel any newspapers or magazine subscriptions.
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.
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.
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
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.
Where do you start? Physical remains, funeral options, death certificates, memorial services, etc.
Next hurdle - how to handle financial records and accounts
Key reminders on securing residences - rented or owned, apartments or houses - after a loved one's death
What you need to know to protect and eliminate th deceased's digital presence
Don't forget subscriptions, memberships and more...
Funny, helpful and special stories that others have shared to help yo through the process
For each section, download amd personalize a pdf checklist
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