Quick Reference Checklist

Soon after the death:

  1. Notify GP/Verify the death
  2. Promptly discuss any organ donation wishes with a medical practitioner

Shortly after the death:

  1. Obtain Medical Certificate of Cause of Death or contact Coroner’s Office to see when you may be able to register the death
  2. Consider using the services of a Funeral Director or how you will organise the funeral yourself
  3. Check if the person who has died had a will (which may contain instructions for the funeral)

In the days following the death:

  1. Register the death
  2. Notify benefits/pensions provider/tax office of the death ASAP to avoid overpayment of benefits
  3. Inform people of the death
  • Tell family members and friends
  • Employer or educational establishments
  • Health professionals. You will also need to cancel any outstanding hospital, dental, podiatry or other health related appointments
  • Agencies providing care such as social services, home carers, meals on wheels and day centres
  • Banks / National Savings / building societies
  • Insurance companies (e.g. life, buildings / contents, medical, car, travel)
  • Pension providers
  • Credit card/store card providers
  • Any other financial institutions must be informed so that any accounts solely in the deceased’s name can be frozen to prevent fraud
  • You should also inform companies /organisations with joint accounts, although these should normally still be accessible by the other joint holder
  • Mortgage provider or if the deceased lived in rented accommodation, inform the local authority, housing association or private landlord
  • Buildings and property insurance companies to ensure continued cover especially if the property is left unoccupied
  • Utility companies (electricity, gas, water and telephone) and arrange transfer of account details if necessary
  • TV/internet companies
  • Pensions Service or Jobcentre Plus to cancel any benefits to the deceased or their carer
  • Inland Revenue to deal with tax and Child Benefit payments (if applicable)
  • Local government offices that provide services such as the Electoral Register, housing benefit, council tax office, bus pass, disabled parking permits, library membership
  • The DVLA and the insurance company if the deceased owned a car or held a driving licence
  • The Passport Agency
  • Arrange redirection of post if necessary and reduce the burden of any unwanted mail by registering with the Bereavement Register
  • Clubs / membership organisations/social groups.

In the weeks and months following the death:

Decide how to go about the probate process and whether to use a professional or undertake the administration yourself.

If there is no will, decide who will sort out the deceased’s estate and contact the Probate Registry to apply for a Grant of Administration

Find out if probate is needed

Gather any documents relating to financial affairs and property ownership

 

 

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