After a death
First steps for family and executors
If someone has passed away, you don't have to figure this out alone. The steps below explain what to do, and you can write to us at any point.
Reach a human first
If you've just lost someone and need help now, to start death verification, get emergency access, or just understand what to do, write to us using the options below. Say in your message that it is about a death.
- Phone
- +91 95211 14500
- +91 95211 14500
1. Death verification (when the account is on Sort My Legacy)
Trusted Contacts or the Executor named in Family Access can report the death and upload the death certificate. We let the owner know by email or WhatsApp and wait at least 7 days from the report, so a living owner can object. If no one objects, the report is confirmed, usually about two weeks after it was made.
Go to death verification2. Emergency access (urgent need, no certificate yet)
If you need information urgently, anyone in the owner's Family list can ask for emergency access. We let the owner know by email or WhatsApp, and they have 72 hours to say yes or no. If they say yes, you can see their plan, read-only, for 30 days. If they don't answer within 72 hours, the request closes. Once a death is confirmed, only the Executor and Trusted Contacts can ask. Contact us and we'll help.
Request emergency access3. Family Access and roles
After verification, the Executor(s) the owner named in Family Access can see the plan, read-only. Reporting a death does not make you Executor. If no Executor was named, message us and we'll help.
Open Family Access4. Documents and institutions
Gather the death certificate, ID proofs, will (if any), and nominee forms. Banks and insurers each have their own claim process. Your inventory and documents here are a map for your family, not a substitute for each institution's requirements.
