Odds & Ends

Parting Guide

/

Step 3

/

From closing a Hulu account to memorializing a Facebook page, this section will touch on less obvious, but equally important steps to take to  allow your family to move through the grieving process with peace and security. 

Feel free to scroll to the bottom or select specific areas of interest as you dive into this final step. 

Lesson 3 Workbook

Lesson 3 PDF Guide

Downloads

Step 3: Odds & Ends

"When someone you love becomes a memory, the memory becomes a treasure."
-Author Unknown 

Social MEdia

Taking control over the deceased’s social media accounts is something that is not often considered when their estate, but if not handled correctly, these accounts are susceptible to hackers and in some cases, gain access to bank accounts and other sensitive information.

Protect their digital footprint

Social Media

segment one

Don't leave any stone unturned when it comes you dealing with the social media accounts of a loved one. Below you can download  & print our checklist from your library of resources. 

Download our Social Media Checklist

Are you more hands on?

Download the List

pssst - 

From the library!

  • Your name 
  • The name and email of the deceased
  • Link to their account or their profile information
  • Proof of death (death certificate, obituary or news article)
  • Proof of your relationship to the deceased

Information Needed

  • Your name 
  • The name and email of the deceased
  • Link to their account or their profile information
  • Proof of death (death certificate, obituary or news article)
  • Proof of your relationship to the deceased

Facebook

chapter one

How to Memorialize the Different Social Media ACcounts

Memorialize

Cancel

  • Gather necessary information (see above)
  • Identify a family member willing to manage the new account
  • After completing the above steps, click on the links below to either memorialize their account or delete and cancel it completely. 

Instagram

chapter Two

Memorialize

Cancel

  • Twitter, under no circumstances will provide access to the account or account information, without login username and password, the family will not be able to login
  • You may, however, have the account closed
  • Provide gathered information
  • Visit this website to close the account

X/Twitter

chapter Three

Cancel

  • Estibulum purus augue, tempor sit amet dapibus et, finibus ut velit. 
  • Nunc feugiat, odio ac molestie interdum, elit tellus blandit mauris, 
  • Ut congue neque justo sodales risus. Praesent in laoreet ipsum, 
  • Vitae mattis justo. Nam at lectus at mi tincidunt imperdiet.

Pinterest

chapter Four

Cancel

  • Gather information on the deceased
  • Include their account details and most recent employer
  • Visit this website to close the account

LinkedIn

chapter Three

Cancel

Subsciptions

When a loved one dies, some bills and subscriptions must be taken care of. If you are the one responsible, it can be overwhelming to think about how many open accounts one individual might have. Keeping track of your passwords - near impossible - but figuring out someone else's? That is a whole new ball game. 

Let's slowly chip away at these recurring monthly bills so you aren't paying for Hulu for life. 

Subscriptions

segment Two

DOn't pay for Disney + for the rest of yor life

No doubt taking notes & staying organized can help you efficiently close out all open accounts on behalf of a loved one. Access our subscription spreadsheet here inside your library to track the important information you need to stay on top of these tasks. 




Canceling the deceased subscriptions requires you to gather information and documents, make a list of the providers, and contact the providers. 






Not every subscription service is the same. Some may require you to have a death certificate and proof of legal testimony, depending on the type of service. 





01

02

03

Key Takeaways

This link gives you a step-by-step guide to closing over more than 230 different types of specific subscriptions!

find your subscription here

  • make a comprehensive list of all subscriptions.



  • contact subscription providers by googling their contact pages and looking for an email or phone number. 




  • gather information and documents.


two

Any account that has the deceased’s credit card information should be closed immediately, or transferred to another person's card, to prevent identity theft or fraud. 

three

one

Access form here

Membership charges to places such as Costco, Sam's Club, and other organizations tend to be pretty straightforward. With proof of legal authority and death certification, it should be as simple as asking them to cancel the membership.




Memberships

such as costco or sams club

Many people have regular medical prescriptions that are automatically refilled at a pharmacy.

Contact the doctor who cared for the person who died to see if the deceased was on any medications that may have been automatically refilled. The doctor may be able to give you the name & location of the pharmacy and assistance in canceling. 

Cancel Automatic Refill Perscriptions

How to

REVIEW NO. 1 of 2

Call your provider's customer support number and tell the representative that you'd like to cancel or transfer the contract and the reason why. You should not be charged a fee for either canceling a contract after a death or transferring a contract after a death.

You may have to provide the account holder's name (the name of the person who established the account), the mobile phone number of the deceased, the date of death, and the Social Security number of the deceased. 

Cancel a Cell Phone Contract

How to

REVIEW NO. 1 of 3

Mail delivered by the US Postal Service can either be canceled or forwarded to another address. 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 (Letters Testamentary or Letters of Administration).

Cancel or Forward Mail

REVIEW NO. 2 of 2

How to

The are some circumstances where you may run into trouble with a service provider who makes things difficult for you to cancel. To no one's surprise, they attempt to make things as complex as possible to continue receiving charging the account. 

The best thing you can do is stay persistent & if that doesn't work, contact your credit card company about the payments and contact the Better Business Bureau to report the company. 

Stubborn Subscriptions

How to Handle

Utilities

Closing out all utilities

Utilities

SEGMENT THREE


If there is someone still living in the home of the deceased, they will make arrangements with the utility company and executor. The executor will ultimately be responsible for the handling of all utilities.

Take inventory of every utility being used. Is it necessary to maintain following the passing of the homeowner? If so, transfer bills to the current tenant.

Ensure that all late payments are made through the estate and contact each company directly to transfer ownership and make payments.



SEGMENT Three

  • What you will need:
  • Your loved one’s personal details – name, address, date of birth
  • A copy of the death certificate
  • The account number
  • Up-to-date meter readings (if applicable)
  • In some cases, a grant of probate or letter of administration showing that you are allowed to make changes to the account – although you can make the initial contact with a company before either is granted
  • Your contact details and a proof of identification/address

What you will need to cancel utilities:

The account was set up with a “Transfer on Death” for an earmarked individual


Transfer of Death is the most seamless process, simply contact the brokerage and provide a copy of the death certificate. Once received, the account will automatically be controlled by the designated person not needing to go through probate and is not subject to any debts the deceased may have.

The beneficiary will be able to reach out to the brokerage directly and provide the deceased’s info and mail in a death certificate to gain access to the account.

You did it!! At this point, basically everything you need to do to close out all the loose ends has now been complete. If you need more resources don't forget to check out the library or connect with others in the community section. 

Head to The LIbrary to see Other resources

Leave a review Here

Your feedback would mean the world to us! If you had a moment to leave a simple review, we would be forever grateful! 

Did you love this guide?