Practical Steps to Take When Someone Passes Away

Dealing with the loss of a loved one is an incredibly difficult and emotional time. When faced with such a situation, knowing the practical steps to take can help alleviate some of the stress and confusion. Here’s our guide to navigating the necessary tasks following a death.

1. Notify the Necessary Parties

– Contact Immediate Family and Friends: Inform close relatives and friends of the deceased. This can be a challenging conversation, but it’s essential to keep loved ones informed.

– Notify Medical Professionals: If the death occurs at home, contact the deceased’s doctor or a medical professional. In most cases, a death certificate is needed to proceed with further arrangements.

– Contact Authorities if Necessary: If the death was unexpected or occurred in a public place, call emergency services or the police. They will handle the situation and guide you on next steps.

2. Handle the Legal Formalities

– Obtain a Death Certificate: After the initial notifications, you’ll need to obtain multiple copies of the death certificate. This document is essential for various legal and financial matters. More information on obtaining the certificate can be obtained in our blog here.

– Review the Will: If the deceased left a will, locate it and review its contents. Contact the executor named in the will to discuss the next steps in the probate process. Information on the role of the executor and their responsibilities can be found in our blog here

– Notify the Relevant Institutions: Inform banks, insurance companies, HMRC and other financial institutions of the death. This includes contacting the deceased’s employer if applicable.

3. Arrange for the Funeral

– Choose a Funeral Home: Selecting a funeral home is a crucial step. Consider the deceased’s wishes as well as the family’s needs when making this decision. Check the will to see if the deceased left any instructions on their wishes, which, although not legally binding are usually followed by the family.

– Plan the Service: Work with the funeral director to plan the details of the service, which can include religious ceremonies, memorial services or celebrations of life.

– Communicate Details: Notify family and friends about the funeral arrangements, including the date, time and location. Often the funeral director can assist with this.

4. Take Care of Financial Responsibilities

– Review Financial Accounts: Gather information about the deceased’s financial accounts, including bank accounts, investments, pensions, credit cards and loans. This will help manage outstanding debts and obligations.

– Notify Creditors: Contact creditors to inform them of the death. Some debts may need to be settled from the estate, while others can be cancelled .

5. Consider Practical Arrangements

– Address Housing Needs: If the deceased was renting a property, inform the landlord. If there are belongings to sort through, consider what to keep, donate or discard.

– Change Legal Ownership: Update titles and registrations of assets such as cars and property as needed. Legal assistance will be required to transfer property ownership appropriately and, depending on the value of the estate may need probate.

6. Provide Support to Family and Friends

– Be There for Others: Offer support to those grieving alongside you, whether through emotional support or practical help.

– Seek Professional Help if Needed: Grief can be overwhelming; don’t hesitate to seek help from counsellors, your GP, support groups or therapists if needed.

7. Take Time for Yourself

– Acknowledge Your Grief: Allow yourself to grieve; it’s a natural and healthy process. Be patient with your emotions and understanding of your needs.

– Practice Self-Care: Ensure you’re taking care of your well-being during this taxing time. Rest, eat well, and take breaks as necessary.

Conclusion

Navigating the death of a loved one is an emotional and complex journey, filled with numerous tasks and responsibilities. By following these practical steps, you can take care of necessary arrangements and begin to find your footing amidst the grief. Remember to seek support from family, friends, or professionals as you navigate this challenging period. Every individual’s journey through grief is unique, so allow yourself the time and space needed to heal.

Alexander JLO Solicitors have decades of experience of assisting loved ones on both the practical and legal aspects at, what is usually, a very difficult time. Why not contact us for assistance for free, no obligation consultation and see what we can do to help.

This blog was prepared by Alexander JLO’s senior partner, Peter Johnson on the 11th February 2025 and is correct at the time of publication. With decades of experience in almost all areas of law Peter is happy to assist with any legal issue that you have. His profile on the independent Review Solicitor website can be found here.