Estate Planning

0800 634 9494

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0800 634 9494

Mon to Fri, 9am - 5pm

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Informing Companies and Other People

It is important to inform banks, building societies and other organisations who hold money in the name of the deceased as soon as possible after the death so they can freeze the accounts. This protects them from any risk of fraud.

Pensions and benefits agencies should also be a priority to reduce the possibility of over-payments which would later need to be refunded. We can help you if you're unsure who to contact.

You also need to inform agencies who provide care, such as home carers or a day centre. You should also cancel any appointments the deceased had arranged, for example a hospital appointment. This avoids any distress if they contact you and are unaware of the death, and means these services can be provided to others in need.

The companies and organisations may include those listed in the links below.

⇦ How to contact different services Informing financial orgs & asset holders ⇨

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