Primary Goal of this Step
Avoid unnecessary charges from ongoing subscriptions and protect yourself from identity theft or fraud. Distribute, sell, or donate any personal items that were not included in the will.
Important Tasks: Wrap Up Personal Affairs
Cancel any credit cards, cell phones, newspaper and magazine subscriptions, memberships, and online accounts that the deceased had
In many cases, cancelling a credit card will take care of cancelling paid accounts and services, since any services or subscriptions associated with that card will no longer be paid.
Cancel mail or forward mail
To forward the deceased’s mail, you must complete a Change of Address Form and submit the form to your local post office, along with proof that you are authorized to manage the deceased’s mail.
Cancel utilities or transfer accounts
If any utilities were in the deceased’s name, such as electricity, gas, water, phone, cable, and Internet, these utilities should either be canceled or transferred to the name of a survivor.
Distribute, sell, or donate any personal items that were not included in the will
Many times, personal items of sentimental or real value are not included in a will. These items should be properly distributed to surviving family members or donated to charity.