When Someone Dies: The First 90 Days — Family & Executor Organizer

When someone you love dies, the phone calls, forms and accounts start right away, and so do the scammers. This organizer tells you what to do, in what order, who to call, and how to protect your family.

WHEN SOMEONE DIES: THE FIRST 90 DAYS is a 30-page fillable organizer for families and executors in the U.S. It comes with 8 letter templates and an estate tracker spreadsheet.

★ WHAT'S INSIDE

START HERE

• The 90-day map: what's urgent, what can wait
• Key information page (fill it once, use it everywhere)
• Who does what: share the tasks with family

FIRST 48 HOURS

• Who to call first (hospice, doctor, 911, funeral home)
• Your rights under the FTC Funeral Rule + price comparison sheet
• Death certificates: how many, where, and a tracker of who has one

NOTIFY

• Notification tracker for every call and letter
• Social Security ($255 death payment, survivor benefits), Medicare and VA burial benefits
• Credit bureaus: stop identity theft of the deceased
• Digital accounts: Apple, Google, Microsoft, Facebook, PayPal and more
• Mail, bills and subscriptions

MONEY & ESTATE

• The will, probate and who is in charge, in plain English
• Asset list and insurance / retirement claims tracker
• Debts: when family is NOT responsible (based on CFPB guidance) + debt tracker
• Taxes: Forms SS-4, 56, 1040, 1310, 1041, 706 explained
• Estate expenses and receipts log
• Protecting the home, car and belongings

SCAM SHIELD

• The 6 scams that target grieving families
• The one rule that stops them + family safe word
• Posting the obituary safely
• Suspicious contact log and "if you've been scammed" steps

YOU & NEXT

• Helpers and professionals list
• Looking after yourself
• 90-day check-in

★ YOU RECEIVE (1 zip file)

• First-90-Days-FILLABLE.pdf: 30 pages, type and tick on screen
• First-90-Days-PRINT.pdf: clean print version, US Letter (prints fine on A4)
• Letter-Templates.docx + .pdf: 8 editable letters (credit bureaus, banks, debt collectors, insurers, employer, subscriptions, passport, general notice)
• Estate-Tracker.xlsx: assets, debts, expenses and calls, with automatic totals (Excel, Google Sheets, Numbers)

★ GOOD TO KNOW

• Instant digital download. Nothing is shipped.
• Checked September 2026 against official sources: SSA, IRS, CFPB, FTC, VA, FBI and the credit bureaus. All sources are listed.
• For the United States. Probate and estate law differ by state.
• This is an organizer with general information, not legal, tax or financial advice. For wills, probate, real estate or disputes, talk to a probate attorney or tax professional.
• Written with AI assistance and checked against official sources. Not affiliated with any government agency or company named.

Made by CloneAlert, family safety tools for the age of AI scams.