As an agent you may answer a death claim call, and here are some tips:

Losing a loved one is one of the most painful experiences a person can go through. The process of grieving can be overwhelming, and it can be challenging to know what steps to take after a loved one passes away. In this Family First Partnerships article, we will provide guidance on the steps that individuals can take to navigate this difficult time with Legacy Assurance & The Senior Care plan.

Step 1: Notify Family and Friends
The first step when a loved one passes away is to notify family and friends. This can be done in person or through phone calls, emails, or social media. It is essential to provide accurate information about the date, time, and location of the funeral or memorial service, as well as any other relevant details.

Step 2: Contact Legacy Assurance 855.548.2721 The next step is to contact Legacy Assurance. Legacy Assurance will help with practical matters such as contacting the funeral home and transportation of the body, arranging the funeral or memorial service, and obtaining the necessary certificates and documents. Legacy Assurance can also provide guidance on funeral costs, caskets, urns, and other essential details and will negotiate to help reduce overpaying.

Step 3: Obtain Death Certificate
After a loved one passes away, it is necessary to obtain a death certificate. This is an official document that verifies the person’s death, and it is required to settle their estate, obtain life insurance benefits, pensions, and social security benefits. A death certificate can usually be obtained from the funeral home, hospital, or the registrar’s office in the county where the person died.

Step 4: Notify Relevant Institutions
It is crucial to notify relevant institutions such as the person’s bank, insurance companies, credit card companies, and any other entities that need to be notified of the death. This will help avoid any unauthorized access or fraudulent activity that can occur after a person’s death.

Step 5: Arrange for the Estate
If the person who passed away had a will, it is essential to follow the instructions outlined in the document regarding the distribution of assets. If there was no will, there are laws that determine how assets are distributed. It is essential to consult with an attorney if there are any legal issues regarding the estate.

Step 6: Take Care of Yourself
The process of grieving can be overwhelming, and it is essential to take care of yourself during this time. Seek support from family and friends or consult with a counselor or therapist if necessary. Take time to rest, eat healthy foods, and exercise to help manage your emotional and physical wellbeing.
Losing a loved one is a difficult experience, and knowing the steps to take can help alleviate some of the stress and confusion during this time. By following these steps, individuals can navigate the practical and legal matters that arise, while also taking care of their emotional and physical wellbeing.
-Family First Partnerships