When a Death Has Occurred

Who Needs to Know? Guide

Identify categories of people or organizations families may need to notify.

JMF-RESOURCE-WHO-NEEDS-TO-KNOWNO STORAGE REQUIREDAnonymous allowed

Boundary

What this resource does and does not do.

This free resource is educational and preparatory. It does not provide legal, tax, financial, funeral, or professional advice and does not replace a paid JMF planning service or independent professional review.

AudienceFamilies after a death or preparing administrative instructions.

Lead captureOptional

Dataverse persistenceNo automatic persistence

Sensitive dataProhibited

Do not enteractual account details, private notification addresses

Natural Next Step

Estate Administration Support Package

You may want to consider this service if the resource shows a planning gap or a family need that would benefit from JMF support.

Get Administrative Support

Session Tool

Use this without creating a client record.

JMF-RESOURCE-20260816121952-6CI0ZS

Privacy boundary: NO STORAGE REQUIRED. This page does not send your answers to JMF. If you choose to continue, the inquiry step is separate.

Session notes

Get Administrative Support