Do not cancel everything immediately
Home utilities, insurance, phone numbers, email, cloud storage, security systems, domains, and other services may still protect property or provide records needed for administration.
Build the list first
Review recent bank and card statements, email receipts, app-store subscriptions, utilities, memberships, loans, storage, web services, business systems, and property services. Record the billing amount and renewal date.
Ask each institution what it requires
Different companies may require a death certificate, beneficiary documentation, trust certificate, court appointment, or another form. Confirm the secure submission process before sending sensitive records.
Keep closure evidence
Save confirmation numbers, final statements, refunds, deposit returns, equipment-return receipts, and written confirmation of the effective closure date.
Primary resources
USAGov — certified death certificatesUSAGov — agencies to notify after a deathIRS — deceased person tax guidanceFTC — Funeral RuleSocial Security — what to do when someone diesTurn the guide into a working case
Use AfterLoss to personalize tasks, track contacts, documents, assets, debts, provider quotes and follow-ups, then generate a professional handoff report.
Open the AfterLoss workspace