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Immediate Post-Death Actions

1. After the death has occured

Obtain date/time/location of death.

You will need this for the death certificate, Probate Court fillings, the location determines the probate court that has juristiction, legally establishes 'date of death value' which is the financial date of asset value etc, triggers legals deadlines as it starts from the date of death, needed to stop social benefits, payments, insurance, medical billing, to help prevent fraud,

Notify family and friends

We recommend you keep this to a smaller circle at first to allow yourself some time to yourself too.

2. Secure official documentation

Request issuance of Pronouncement of Death.

A Pronouncement of Death is the official confirmation, by a licensed medical professional, that a person has died.

Provide legal name and date of birth of the deceased to medical personnel.

Make sure these are correct, check passports or ID's as getting these right are important for official documentation and can be expensive to correct

Request 5–10 certified death certificates.

These can take 7–14 days Small/simple estate (1–2 bank accounts, one house): 5–7 copies Medium estate (multiple bank accounts, investments, insurance): 8–12 copies Large/complex estate (multiple properties, businesses, many accounts): 12–20+ copies Most states charge $5–$25 per copy depending on location. Top Tip: Ordering extras later is often slower & some institutions insist on seeing certified originals

3. Secure the property

Lock all doors and windows.

Turn off stove/oven/electrical appliances.

Since the fridge will be turned off, remove all perishables from the fridge and freezer

Confirm all pets are safe; arrange immediate care if needed.

Resonable cost of looking after the pet at home or at a service e.g. kennels falls under the responsibility of the exector and can usually be recovered from the estate

Photograph the interior exactly as found.

When someone dies, the home becomes part of the estate, and the executor becomes legally responsible for, so taking photos taken before anything is touched or moved can serve as evidence that nothing was stolen.

Make short video of entire property.

4. Locate critical documents

Search for Last Will and Testament.

Possible places to look for the will; in the house of the deceased, if a known attorney was used check with their office, saftey deposit boxes, with an accountant, state will registry, on their computer

Search for Trust documents.

Search for Deed.

Search for Mortgage statements.

Check county property records, check the mail at the house, check the deceased’s bank records for morgage payments, check credit reports. List them here.

Search for Insurance policies.

List them here.

Search for Financial records.

List them here.

Search for Safe deposit box keys.

Search for email or phone passwords

Identify 2FA devices (phones/security keys)

Do not turn off or wipe the deceased's cell phone immediately; it is often required for Two-Factor Authentication (2FA) to access bank and email accounts.

Secure crypto hardware wallets/seed phrases

Look for metal backups or paper lists of 12-24 words. Without these, cryptocurrency is often irretrievable.

Do NOT remove valuables without documentation.

The probate court requires a full asset value, removing valuables without record could be seen as 'hiding' valuble assets.