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    EstateCopilot

    First Steps After a Death: What to Do

    A compassionate guide to the immediate actions you need to take following someone's death.

    Getting Started
    7 min read
    beginner
    Last Updated: 3 March 2026

    Losing someone is one of the hardest things you'll ever go through. The last thing you want is to feel overwhelmed by paperwork and admin - but some things do need to happen quickly, and knowing what they are can help.

    This guide walks you through what to do in the days and weeks after a death in the UK, in plain language, in the right order.


    In the First 24–48 Hours

    Get a Medical Certificate

    Before anything else can happen, a doctor needs to confirm the death and issue a Medical Certificate of Cause of Death (MCCD). You'll need this to register the death.

    How to get it depends on where the death occurred:

    • At home - Contact the deceased's GP
    • In hospital - The hospital bereavement team will arrange it
    • Unexpectedly or elsewhere - The police or ambulance service will guide you; the coroner (or procurator fiscal in Scotland) may be involved

    Scotland: The certificate is called the same thing, a Medical Certificate of Cause of Death (MCCD), but the process may involve the procurator fiscal if the death was sudden or unexplained.


    Register the Death

    You must register the death at a register office in the area where the death occurred, not necessarily where the deceased lived. You'll need to book an appointment.

    Deadlines to be aware of:

    JurisdictionDeadline
    England & Wales5 days
    Scotland8 days
    Northern Ireland5 days

    What to bring

    • Medical Certificate of Cause of Death
    • Deceased's NHS medical card (if you have it)
    • Deceased's birth certificate (if available)
    • Proof of the deceased's address
    • Marriage or civil partnership certificate (if applicable)

    Don't worry if you can't find all of these, the registrar will let you know what's essential.

    What you'll receive

    • Death certificate - you'll need multiple certified copies. Aim for at least 4–5: banks, pension providers, insurance companies, and the probate process all need originals. Each additional copy costs around £11–12, so it's worth ordering extras upfront.
    • Certificate for Burial or Cremation (the "green form" in England, Wales and Northern Ireland) - this must be passed to the funeral director before the funeral can take place.

    Tell Us Once: When you register the death in England, Wales, or Scotland, ask the registrar about the Tell Us Once service. It lets you inform multiple government departments, including HMRC, DVLA, DWP, and the Passport Office, in a single step. It's a significant time saver. Note: Tell Us Once is not available in Northern Ireland, where you'll need to contact each department separately.


    Arrange the Funeral

    Once you have the burial or cremation certificate, you can contact a funeral director. Most funerals take place within 1–2 weeks of the death, though there's no fixed deadline.

    Who makes the decisions?

    • If there's a will, the executor named in it has the legal authority to make funeral arrangements
    • If there's no will, it falls to the next of kin
    • The deceased may have left written wishes about their funeral, check the will and any separate letters or documents

    On costs: Funeral expenses are paid from the estate before any other debts or distributions. If money is tight, some banks will release funds directly to cover funeral costs before a grant of probate is in place, it's worth calling the deceased's bank early.

    If you're on a low income, you may be able to apply for a Funeral Expenses Payment from the government (if you're receiving certain benefits).


    In the First Week

    Notify Close Family and Friends

    This is emotionally hard. You don't have to do it alone. Consider asking a trusted person to help make calls, or creating a simple phone tree so the news spreads without you having to repeat it dozens of times.

    Find Important Documents

    Start gathering the key paperwork, you'll need it for the estate administration process that follows. Look for:

    • The will (check at home, with any solicitors the deceased used, or search the National Will Register)
    • Life insurance policies
    • Bank statements and savings account details
    • Pension information (workplace and private)
    • Property deeds or mortgage documents
    • Investment and shareholding documents
    • Utility bills and regular direct debits
    • Any outstanding loans or credit cards

    Don't panic if you can't find everything straight away, this is an ongoing process that unfolds over weeks and months.

    Secure the Property

    If the deceased lived alone:

    • Make sure the property is locked and secure
    • Consider letting neighbours know
    • Redirect post (Royal Mail offers a redirection service)
    • Cancel milk, newspaper, and other regular deliveries
    • Check with the home insurer; policies sometimes have conditions around unoccupied properties, and you may need to notify them

    In the First Few Weeks

    Notify Banks and Financial Institutions

    Contact the deceased's banks and building societies as soon as you can. They will freeze the accounts, which stops money going out on direct debits. This is important: you don't want bills racking up unchallenged.

    Most banks will need:

    • A death certificate (certified copy)
    • Proof of your own identity
    • Details of your relationship to the deceased

    Each institution has its own process. Some will release small amounts for funeral costs without requiring a grant of probate; others will not release anything until probate is granted. Ask the question early.

    Notify Other Key Organisations

    Beyond the banks, work through this list:

    Notify promptly:

    • Pension providers (workplace and private)
    • Life insurance companies
    • Mortgage provider or landlord
    • HMRC, especially if the deceased was self-employed or had a complex tax position

    Notify within a few weeks:

    • Department for Work and Pensions (if receiving Universal Credit, State Pension, or other benefits)
    • Local council (council tax)
    • Utility companies (gas, electricity, water)
    • Phone and broadband providers
    • DVLA (to return or transfer the driving licence and notify about any vehicles)
    • Passport Office (to cancel the passport)

    Check Which Benefits May Have Stopped, or May Now Be Available

    Any benefits the deceased was receiving will stop. But you may also become eligible for support:

    • Bereavement Support Payment - available if your spouse or civil partner died and they paid National Insurance contributions. There's a one-off payment plus up to 18 monthly payments.
    • Guardian's Allowance - if you're now caring for a child whose parents have both died (or in some cases where one has died)
    • Universal Credit or other means-tested benefits - if the death has significantly changed your household income

    A Note on What Comes Next: Estate Administration

    Once the immediate tasks are handled, the longer process of administering the estate begins. This involves:

    1. Valuing the estate: all assets and liabilities at the date of death
    2. Checking whether Inheritance Tax is due: the threshold is £325,000 (rising to up to £500,000 if the family home passes to direct descendants). Only around 4% of UK estates pay IHT, so the majority of families won't need to worry.
    3. Applying for probate or confirmation: in England and Wales this is a Grant of Probate (or Letters of Administration if there's no will); in Scotland it's called Confirmation, granted by the Sheriff Court.
    4. Settling debts and taxes
    5. Distributing the estate to beneficiaries

    This process typically takes 9–12 months from start to finish. There's no need to rush, you have time to do it properly.

    No will? If the deceased didn't leave a will, the estate is distributed according to the intestacy rules, which follow a fixed legal order. Importantly, cohabiting partners have no automatic right to inherit under intestacy, even after many years together. If this applies, you may want to take legal advice early.


    If You're the Executor

    Being named as an executor is a significant responsibility. You're legally responsible for collecting the estate's assets, paying debts, and distributing what remains to beneficiaries. Executors can be personally liable if they distribute the estate incorrectly, for example, before all debts and taxes have been settled.

    If the estate is straightforward, many executors manage the process themselves. If it involves significant assets, property, business interests, foreign assets, or a disputed will, it's worth taking professional legal advice.


    Take Care of Yourself

    The practical tasks are real, but so is the grief. It's easy to lose yourself in admin and not give yourself space to process the loss.

    • Accept help when it's offered
    • Don't make major financial decisions in the immediate aftermath if you can avoid it
    • Ask for extensions from organisations if you need them; most will accommodate you
    • Reach out to bereavement support if you're struggling

    Support is available:

    • Cruse Bereavement Support: 0808 808 1677 (free helpline)
    • Samaritans: 116 123 (free, 24/7)
    • Citizens Advice: for practical guidance on benefits and rights

    This guide covers general information for England, Wales, Scotland, and Northern Ireland. Estate administration rules vary by jurisdiction. For complex estates — including those with significant assets, foreign property, or potential Inheritance Tax liability — we recommend taking advice from a qualified solicitor or probate specialist.

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