topic | gather information, make notifications
Many official notifications are necessary following a death. Various financial institutions, creditors, and government agencies need to be contacted. We will guide you through the relevent information to gather, and account changes to make. We'll make sure that you are prepared and oraganized which will help make this process easier.
| Step 1: | Obtain an Employer Identification Number | ||
| Step 2: | Establish an Estate Checking Account | ||
| Step 3: | Notify Financial Institutions and Employer | ||
| Step 4: | Notify Creditors | ||
| Step 5: | Notify Personal, Household, and Medical Accounts | ||
| Step 6: | Notify Government Entities |
