You Don't Have to Navigate
This Alone
Afterly™ walks your family through every step after a loved one passes — from the first 24 hours to final estate settlement. Clear, compassionate, organized guidance.
If you just experienced a loss: Start with our immediate steps checklist below. You don't need to do everything at once.
Immediate Steps After a Loss
These are the most pressing tasks in the days following a death. Take them one at a time.
Notify Close Family
Contact immediate family members and begin notifying loved ones.
Obtain Death Certificates
Request multiple certified copies — you will need 10–15 for various institutions.
Secure the Estate
Secure the home, collect mail, and protect assets from loss or damage.
Locate the Will
Find the most recent will and trust documents and notify the named executor.
Notify Social Security
Report the death to Social Security Administration to stop benefit payments.
Contact the Bank
Notify financial institutions and begin the account transfer process.
Everything That Comes Next
Afterly™ provides non-legal guidance and professional referrals for every phase of estate settlement.
Death Certificate Guidance
Understand how many copies you need, where to get them, and which institutions require originals vs. certified copies.
Notifying Institutions
Step-by-step checklists for notifying banks, insurance companies, government agencies, utilities, and subscriptions.
Probate Process
Understand whether probate is required, what the process involves, and how Afterly™ can connect you with probate attorneys.
Closing Accounts
Guidance for closing or transferring bank accounts, credit cards, subscriptions, and digital accounts.
Tax Considerations
Overview of estate taxes, final income tax return requirements, and when to consult a tax professional.
Grief Support
Referrals to grief counselors, support groups, and mental health resources for you and your family.
Post-Death Checklist
A comprehensive, printable checklist covering every task from the day of passing through final estate settlement. Used by executors and families across Florida.
Meet Willow™ — Your Estate AI
Voice-activated estate guidance. Available 24/7 in the app and web platform.
Connect with Probate Attorneys
Afterly™ partners with vetted probate attorneys across Florida and nationally. Get a referral through our partner network.
Find a Probate Attorney