The funeral home may take the responsibility to notify some agencies on your behalf, so you’ll want to coordinate with them to avoid duplicate communication. You can typically reach out via phone initially to make them aware and discuss the paperwork you’ll need to submit via written verification. You’ll often need to provide documentation such as your loved one’s death certificate, Social Security number and proof that you are the executor of the estate.  

A helpful way to keep track of all notices is to make a spreadsheet that lists the entity, documents provided, date contacted and whether business with them is resolved or ongoing. While everyone will have a unique list of people and entities to notify, below is a list of common agencies to help you get started.  

Government: 

• Social Security Administration 

• Secretary of State or Department of Motor Vehicles (to cancel a driver’s license) 

• Veteran’s Administration (if your loved one was in the military) 

• Voter Registration (each state varies, but start by contacting the county where your loved one lived to find out how to remove them from voter rolls) 

Employment: 

• Current Employer  

• Pension or Retirement Fund Provider 

Financial: 

• Mortgage Company 

• Banks or Credit Unions 

• Financial Planners and Stockbrokers 

• Credit Card Companies 

• Utilities 

Insurance: 

• Health, Medical and Dental Insurers 

• Life Insurance Companies 

• Home and Vehicle Insurance Providers 

Religious and Social Groups:

• Place of Worship 

• Unions or Professional Associations 

• Community Organizations (Rotary Club, Kiwanis, Lions Club, etc.) 

• Country Clubs, Athletic Clubs or Sports Leagues 

• Alumni Clubs (especially if they rely on your loved one’s regular donations) 

Credit Reporting Agencies: 

• Equifax – (800)-526-7650 

• Experian – (888)-397-6688

• TransUnion – (800)-689-0511 

While this is a good start, you’ll need to ensure you search your loved one’s file cabinets, tax returns, mail and email to get a comprehensive list of all entities that need to be notified. Don’t forget to take inventory of your loved one’s online and social media accounts that need to be addressed. 

Steps After Life can help you navigate this process and more. Contact us at (888) 557-2083.