After A Loss Family Toolkit

Facing The Paperwork Alone?

• Not sure what has to happen first
• Strangers calling about debts and insurance
• Afraid someone will steal their identity
• Dozens of companies to notify
• Papers everywhere and no system

When someone you love dies, the paperwork doesn't wait. This toolkit brings everything into one place: what to do first, who to call, how to protect their identity, how to spot scams and how to keep track of it all.

Medicare Is A U.S. Government Program. Medicare will never call you to sell you anything or visit you at home. It won't call, text or email out of the blue asking for a Medicare Number, Social Security number or bank details. Treat calls, texts and emails like that as scams. Hang up and call 1-800-MEDICARE (1-800-633-4227) yourself.

What's Inside

• Start Here guide: what's in the toolkit, a must-do vs can-wait timeline, a sample death notification letter and key contacts
• After A Death: First 10 Days Card
• Scams After A Death Warning Card
• Deceased Credit Freeze & Flag Card
• Who To Notify After A Death Guide
• Protecting A Loved One's Identity Guide
• Estate & Account Closing Workbook

Toolkit Objectives: When you finish, you'll know what has to happen after a death, who to notify, how to protect your loved one's identity and how to avoid scams that target grieving families.

For education only. This isn't legal, tax or financial advice. Results depend on your situation and on following the steps.

Why it works: It's one organized set that family members can share and split up, so no one has to carry it alone.

📄 7 printable PDFs (19 pages, US Letter) in one ZIP · Instant download · Unlimited personal printing

A Making Sense Of Security guide: free guides and tools at MakingSenseOfSecurity.com