Immediate Steps

When a loved one passes away, there are crucial initial steps to take to ensure that everything is handled with care and respect. This includes confirming the death, securing a legal pronouncement, and starting the process of notifying relevant parties.

1

Notify the immediate family and friends of the death, ideally in person.

2

Request a set of keys to the deceased person's home or residence in preparation of finding the Will and other documents if you are the likely Executor or Administrator of the Deceased Estate.

3

Notify any care services that were used prior to the death to stop paying fees.

4

Inform the employer, business partners or other work-related persons if the deceased person was still working.

5

Notify other family members and friends.

Notify Family & Friends

Informing family, friends, and relevant care services of the death is an essential first step. This ensures that everyone who needs to know is aware and can begin making necessary arrangements.

1

Contact close family members as soon as possible. This includes spouses, children, parents, and siblings.

2

Notify close friends who were important to the deceased.

3

Inform any care services involved, such as hospice, home care aides, or residential care facilities.

4

If the deceased was employed, notify their employer.

5

Inform any community or religious organizations the deceased was part of.

Seek Assistance

Grieving is a deeply personal process, and seeking support is crucial. There are many resources available to help you cope with your loss and manage the practical aspects of estate administration.

1

Consider speaking with a grief counsellor to help process your emotions.

2

Join a support group for individuals who have experienced a similar loss.

3

Lean on friends and family for emotional support.

4

Consult with professionals like funeral directors, attorneys, and financial advisors for guidance on the next steps.

Locate the Will and Insurance

Finding the will and any relevant insurance documents is critical for understanding the deceased's wishes and managing their estate.

1

Check safe deposit boxes, personal files, home safes, and consult with the deceased's attorney or financial advisor.

2

Look for life insurance policies and other relevant documents in the same places.

3

Search through the deceased's digital records and storage if necessary.

4

Once located, verify the validity and currency of the will and insurance documents with the help of legal professionals.

Determine the Executor

The executor (named in the will) or an administrator (appointed by the court if there is no will) is responsible for managing the estate. This role involves significant legal and financial responsibilities.

1

They will typically name an executor. Review the will to determine who has been appointed.

2

If no executor is named or if there is no will, petition the probate court to appoint an administrator.

3

Ensure the executor or administrator meets the legal requirements for serving in this role.

4

The appointed person must formally accept the role and take an oath to carry out their duties honestly and faithfully.

5

Consult with an estate attorney to understand the responsibilities and tasks involved in being

Finding Your Loved One's Final Wishes

Overview

Frequently Asked Questions

What should I do immediately after a loved one passes away?