If you're among the people closest to the deceased, here's a list of benefits to be aware of, general to-dos, and commonly needed documents. If you are helping someone through a recent loss, only the executor or surviving spouse may be able to access certain records or perform certain tasks.
First things first
As you start the inheritance process, here's the first step we recommend: Notify us online about the death. We'll immediately limit all access to the deceased's accounts, providing added peace of mind as you plan the next steps.