How to Notify After Someone Dies

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:

A will
Birth and marriage certificates
Property deeds and mortgage papers
Home loan details (latest statement of loan account containing details about finance for the property owned by the person who died)
Lease (setting out legal entitlements for a rented property)
Taxation records (with details of income and assets)
Insurance policies (for example, home, contents, and car)
Life insurance policies
Savings account details (showing where the savings are kept)
Any documents about prepaid funeral arrangements or burial plots.

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