Estate & Survivor Bundle

This bundle is also included in the Life Transition Bundle — all 89+ documents for just $36.

What's Included

16 Documents

Helps you gather and organize the information needed to file for Social Security survivor benefits, pension benefits, and life insurance claims.

A professional letter to notify the deceased's employer and begin the process of collecting final pay, benefits, and retirement accounts.

Introduces you as the executor or personal representative to banks, insurers, and other institutions that need to work with you.

A template for updating beneficiary designations on accounts that need to be changed after a death.

Helps you prepare the information needed for a small estate affidavit — often required to transfer assets without full probate.

Organizes the details needed when documenting gifts from an estate, often required by mortgage lenders or the IRS.

Notifies the bank of a death and requests next steps for accessing or closing the deceased's accounts.

Notifies Equifax, Experian, and TransUnion to flag the deceased's credit file and help prevent identity theft.

Transfer or cancel utility accounts — electricity, gas, water, internet — with a single professional letter.

Cancel recurring subscriptions and memberships the deceased held — streaming, gym, magazines, and more.

A cover letter to accompany your life insurance claim, ensuring the insurer has everything they need to process it.

A secure place to document all digital accounts — email, social media, financial, and subscription — for the estate.

Initiates the process of transferring a vehicle title after a death, including what documents the DMV typically requires.

A letter requesting access to the deceased's safe deposit box, including the documentation banks typically require.

A step-by-step guide and fill-in worksheet that walks you through writing a meaningful obituary.

What to do immediately, what can wait, and who to call first — a calm, step-by-step guide for the hardest day.

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