The decedent is the person who died.
Personal information about a decedent is highly confidential. It should be protected and not shared with anyone other than the people entitled to manage these tasks. These may be survivors or trusted authorities to whom a survivor has delegated responsibilities.
To manage this process efficiently, we begin with capturing the decedent’s personal information known as vital statistics with this free Decedent Information form. Once you’ve entered the personal information, you will use the completed form as a reference to notify each entity to change or close an account.
This private information deserves respect, dignity, and vigorous protection by the holder on behalf of the decedent and requires your utmost discretion.
Use our free Decedent Information form to get started.
Other Free After-Death Resources:
Organizational Tools (Support System) to get organized.
Residential Tasks to manage residential logistics.
Telephone Script (Financial Tasks) to notify entities by phone.
Notify Services and Accounts (Financial Tasks) instructions and forms to change and cancel accounts.
Financial Tasks to understand financial considerations.
Legal Tasks to understand legal considerations.