Initial Steps Following A Death

Need Help Administering an Estate?

There are a number of things you have to deal with whilst coming to terms with a loss.

Whilst this is by no means a comprehensive list, we hope this checklist will help you to make sure all the essentials are covered.

Please call us for a free no obligation chat on 0800 3 10 11 12


There are a number of things you have to deal with whilst coming to terms with a loss.  Whilst this is by no means a comprehensive list, we hope this checklist will help you to make sure that all the essentials are covered.

Register The Death

  • Collect the Death Certificate
  • Make an appointment with the local Registrar
  • Collate together all the necessary information to give to the Registrar
  • Attend the appointment to register the death

Arrange The Funeral

  • Find a local firm of undertakers
  • Arrange funeral/cremation/burial as directed
  • Notify time, date and place to family
  • Make an announcement in the local newspaper
  • Attend funeral

Contact Solicitors

Contact a local solicitor who specialises in Wills and Probate matters (such as Seatons).

The Deceased’s House If Vacant

  • Remove valuables
  • Keep heating on or drain water system
  • Cancel deliveries e.g. milk, papers
  • Redirect mail
  • Lodge keys securely, not marked with address
  • Confirm that property is insured and notify the household insurers
  • Inform landlord if property vacant, if appropriate

The Deceased’s Car

  • Inform insurers
  • Transfer insurance if to be used by family
  • Arrange for security if not to be used

The Deceased’s Pet(s)

  • Arrange for welfare

Organisations To Be Informed

  • Banks and Building Societies
  • Investment and Insurance Policies
  • Store Cards
  • Credit Card Companies
  • Hospital and/or family Doctor
  • Social Services/District Nurses
  • Employer or Professional Association
  • Inland Revenue
  • Department for Work & Pensions
  • Car Insurance – Documents will have to be changed
  • Gas, Electric, Water, Telephone and Cable Companies
  • Post Office

Items To Be Returned

  • Passport
  • Driving Licence
  • Vehicle Registration Documents
  • Car Insurance
  • Television Licence
  • Season Ticket and Club Membership Cards
  • Library Books and Card

Items You May Need To Cancel

Milk, Newspapers, Lottery Ticket, Appointments, Meals on Wheels, Home Help, Chiropodist, Dentist, Eye Specialist, Hairdresser, Home Care, Gardener.

Latest Probate Video
Adrian Chambers - Seatons Solicitors

Probate & Estate Specialists

I’m Adrian Chambers and specialise in Probate and Estate matters. We aim to provide our clients with an outstanding legal service.

We will help and support you and most importantly we work hard for you.

If you need help administering a loved one’s estate, please click here for further information.

For information about our costs on probate work please click here.

Please contact us for a free, no obligation chat on 01536 276300 or contact us online.

Probate & Estate Administration Podcasts
Latest Probate Articles

Aristocrats Daughter Refused Bigger Share of £1.3million Estate

Wills can and often are challenged by dependents who think they should have received more from an estate than they get and in this case bought before a court, a daughter thought she should have a larger share of her aristocrat father’s £1.3 million estate.

Want to Cut Inheritance Tax Liabilities? Contact Us Today!

Giving away assets to your loved ones with warm hands, when you are still fit and healthy, is a readily available means of reducing Inheritance Tax (IHT) liabilities.

Heir Hunter Faces A £250,000 Bill For Bad Behaviour

Heir hunters are a valuable resource to find beneficiaries of an estate if the person has died without leaving a Will. It should be remembered that these companies are not regulated...

Family Companies – It’s Never Too Soon to Start Estate Planning

Estate planning is essential when there is a family business to prevent tax problems in the untimely death of a shareholder as this following High Court case demonstrates.

Download our FREE guide to

Administering A Loved One’s Estate today

Free Downloadable Guide To Care Fee Funding

Download our FREE guide

for the over 60’s today

Download Our Free Guide For The Over 60s now