When someone has died, the practical things can wait one task at a time.
A calm list of the first steps, a tracker for every bank, provider and subscription, and letters you can adapt. At your pace, on your own device.
What to know
- Checklists from banks and financial firms agree on the order: first the death certificate, then accounts and providers (Kansas State University, Bankwest).
- Banks, insurers and creditors each ask for a copy of the death certificate.
- Digital accounts need their own inventory; read each platform's terms before closing anything (MFS Heritage Planning).
What is inside
First days
Ten things that usually come first, to tick off when you can.
Accounts and contacts
Every organisation with its reference, what should happen, whether they need a certificate, and the status.
Letters
A notification letter and a letter asking to put bills on hold.
Look after yourself
Small ways to make it lighter, and bereavement support lines.
Who it is for
- People sorting out the affairs of a parent, partner or friend
- Executors and administrators of small estates
- Friends helping someone through it
Get it
$14 one-time
- One file that opens offline in any browser
- No account, no upload, no subscription
You get the file within one working day.
Questions
Is this legal advice?
No. Rules differ by country. For complex estates, ask a solicitor, notary or the bank's bereavement team.
Is my information stored online?
No. It stays on your device. You can save a copy as a file.
Can two people use it?
It works best with one person keeping the list. Export the account list as CSV to share it with family.