Filing paperwork with banks, utilities and more
After the death of a loved one, many families are surprised by the number of individuals and organizations that must be notified in order to claim benefits, change billing addresses or end services
Some of these entities include your loved one’s bank, credit card provider, church, accountant, attorney, estate executor, home, life and health insurance providers, utility companies, phone company, home maintenance providers, physician, dentist, newspaper and magazine subscription offices. Government agencies include the Social Security Administration, the Department of Motor Vehicles, the US Postal Service, Veterans Administration and the voters’ registration office, and many others.
This can be an overwhelming task, and it can be difficult to know where to start. Our staff can provide you with a Resource Guide with sample letters to all of these organizations to assist you in the notifications. The Guide is available in paper or CD format. It will help you work through all of the notifications in an orderly manner, streamlining the process.
You will need a certified copy of your loved one’s death certificate in order to make many of these notifications. Our staff will take care of ordering the certificates from the Office of Vital Statistics and notify you when they are ready. Please note that it can take some time to get these certificates. A photo copy of the certificate is often enough for many organizations, but we recommend obtaining several certified copies as a precaution. We can also order more copies to you in the future if necessary.
Please give us a call today to request your Resource Guide, or ask your funeral director.