How to Notify a Bank, Broker, or Insurer of a Death

Every institution has its own process, phone line, and required documents. Choose the institution below for exact contact info, what to send, and a letter you can use today.

Can't find an account login? Check a password manager app like LastPass, 1Password, Bitwarden, or Dashlane — many people store their logins there. Look for a small colored icon in the browser toolbar or on the phone's home screen. You'll need the master password to unlock it — never share that with anyone claiming to need it for notification purposes.

Don't see the institution you need?

Estate Assist reads the estate's documents, identifies every institution to notify — not just the ones listed here — and drafts the letters for you automatically.

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