Executor Resources
What to Do After Someone Passes
These guides are written for executors and family members who need to manage a loved one's digital and
financial life after they are gone. Each guide covers practical steps, what you'll need, and when to
seek professional help. You don't need an Fern & Echo account to use these resources.
First steps
Locate Important Documents
⏱ 1–3 days
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Notify the Social Security Administration
⏱ 1–2 hours
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Notify Government Agencies
⏱ 1–2 weeks
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Financial & insurance
Notify Banks and Financial Institutions
⏱ 1–2 weeks
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File Insurance Claims
⏱ 2–8 weeks per claim
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Transfer or Close Investment Accounts
⏱ 2–6 weeks
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Contact an Employer or Pension Provider
⏱ 1–3 days
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File a Final Tax Return
⏱ 2–4 hours
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Accounts & services
Cancel Utilities and Services
⏱ 1–3 days
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Cancel or Transfer Subscriptions
⏱ 2–4 hours
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Close or Memorialize Social Media Accounts
⏱ 1–3 hours
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Legal