Parent Account PacketOne clear next step at a time

AFTER A PARENT DIES

What to do when a parent dies, with the accounts in the right order.

Tell us which companies your parent used. Get a practical checklist and ready-to-sign letters for those accounts, in one printable PDF.

Build my packet $79 one-time

A short intake. Preview the plan before checkout. No subscription.

PARENT ACCOUNT PACKET 01 / CHECKLIST

Start here

  1. TodayRequest certified death certificates
  2. Within daysConfirm Social Security was notified
  3. This weekContact the three credit bureaus
  4. ThenNotify banks, cards and insurers
+ letters tailored to your selections
1. Choose accounts

Select banks, cards, insurance, phone, utilities and subscriptions.

2. Check the order

See what to handle first and what can wait.

3. Get the PDF

Pay once, then download and receive the packet by email.

WHAT’S INSIDE

Less searching. More doing.

An ordered checklist with timing guidance, a Social Security call script, a death-certificate tracker and one letter per selected institution. We leave account numbers and signer details blank for you to fill in privately.

Start the short intake →