fraud prevention

Who to Notify After Death: Executor Notification Checklist

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Who To Notify After Someone Dies Checklist

Pace yourself: You do not need to call every institution on the first day. A phased approach prevents burnout and limits duplicate requests. Get the master list: Use our categorized checklist below to see exactly who needs to be contacted across government, financial, and digital sectors. Phase 1 (48 Hours): Focus strictly on immediate family, … Read more

Secure the Property After Death: House, Mail, and Identity Theft Checklist

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Secure House After Death Checklist

Control the Perimeter: Limit access immediately. Collect outstanding keys and establish a visual baseline of the home’s contents before anyone starts sorting. Prevent Insurance Voidance: Notify the homeowner’s insurance about the vacancy to ensure the policy remains active. Keep climate control running to prevent structural damage. Stop the Mail Pile-up: Request a 30 day hold … Read more