Where to Start in Closing Accounts After a Loss
Finding and managing all of the accounts a person has can be a tedious thing - often taking several months. See the link below for partners that can manage this process for you.
If you haven’t started collecting the mail or having it forwarded, start now.
Next Steps:
- Create a Comprehensive List:
- To effectively manage your loved one's accounts, subscriptions, and memberships, begin by compiling a detailed list of all of them.
- Consider the daily/weekly life activities to start adding to the list: Take into account a wide range of aspects, including:
- Preferred shopping locations
- Social media profiles and presence
- Online and phone communication tools
- Television viewing habits, both cable and streaming services
- Review Incoming Mail:
- Examine your loved one's incoming mail, as it can be a valuable source for identifying accounts and subscriptions.
- Access Email (if possible) to: If you have access to your loved one's email account, utilize it to:
- Search for accounts
- Reset passwords (if necessary)
- Close or transfer accounts directly
- If you have access to their smart phone, consider reviewing the apps that are downloaded - many of those will have account information and can lead to subscriptions that need to be managed.
If you need help here, contact one of our partners that can help manage and close accounts! This can be a very tedious process - they can usually cut down the management of these activities by several months!
Where to Start in Closing Accounts After a Loss
Finding and managing all of the accounts a person has can be a tedious thing - often taking several months. See the link below for partners that can manage this process for you.
If you haven’t started collecting the mail or having it forwarded, start now.
Next Steps:
- Create a Comprehensive List:
- To effectively manage your loved one's accounts, subscriptions, and memberships, begin by compiling a detailed list of all of them.
- Consider the daily/weekly life activities to start adding to the list: Take into account a wide range of aspects, including:
- Preferred shopping locations
- Social media profiles and presence
- Online and phone communication tools
- Television viewing habits, both cable and streaming services
- Review Incoming Mail:
- Examine your loved one's incoming mail, as it can be a valuable source for identifying accounts and subscriptions.
- Access Email (if possible) to: If you have access to your loved one's email account, utilize it to:
- Search for accounts
- Reset passwords (if necessary)
- Close or transfer accounts directly
- If you have access to their smart phone, consider reviewing the apps that are downloaded - many of those will have account information and can lead to subscriptions that need to be managed.
If you need help here, contact one of our partners that can help manage and close accounts! This can be a very tedious process - they can usually cut down the management of these activities by several months!
