Scripts, letters, emails
What to say, when you have to make the calls.
Ready-made phone scripts, email templates you can copy, and letters you can print and post. Each page covers what to have ready, what to say, and what to watch out for.
When you sign up to AfterLoss, these scripts are personalised with your details and track which organisations you've contacted.
Financial
Banks, insurers, pensions — the calls that need a script.
What to Say When You Call the Bank After a Death
Phone script, email template, and step-by-step guide for notifying a bank after someone dies. Covers freezing accounts and requesting valuations.
How to Notify Savings and Investment Providers After a Death
Scripts and templates for notifying savings accounts, ISAs, and investment providers after a bereavement. Includes what documents you need.
How to Notify Pension Providers After a Death
Phone script and email template for notifying pension providers after a death. Covers workplace, private, and state pensions.
How to Notify the Mortgage Lender After a Death
Script for calling the mortgage lender after a death. Covers joint mortgages, life insurance, and what to ask about payment holidays.
How to Claim Life Insurance After a Death
Step-by-step guide to claiming life insurance after a death. Phone script and email template for contacting insurers and starting the claims process.
How to Notify an Employer When Someone Dies
Phone script and email template for notifying an employer after a death. Covers final salary, death-in-service benefits, P45, and personal belongings.
Property & utilities
Closing the accounts, one supplier at a time.
How to Notify Gas and Electric Companies After a Death
Phone script for notifying energy suppliers after a bereavement. Covers meter readings, transferring accounts, and avoiding disconnection.
How to Cancel Broadband and TV Packages After a Death
Email template and letter for cancelling broadband, TV, and internet packages after a death. Covers early termination fees and equipment return.
How to Cancel a Mobile Phone Contract After a Death
Script and template for cancelling a mobile phone contract after a bereavement. Covers early exit fees, keeping the number, and pay-as-you-go.
How to Cancel or Transfer a Landline After a Death
Phone script for cancelling or transferring a landline after a bereavement. Covers BT, Sky, and other providers.
How to Cancel a TV Licence After a Death
Step-by-step guide to cancelling or transferring a TV licence after a death. Covers refunds, over-75 licences, and what forms to complete.
How to Notify Home Insurance After a Death
Phone script for notifying home insurance providers after a death. Covers contents insurance, buildings insurance, and making changes to policies.
How to Notify the Council About Council Tax After a Death
Phone script for notifying the council about council tax after a death. Covers exemptions for empty properties and the single person discount.
Checking Property Insurance Is Valid After a Death
Phone script for checking buildings and contents insurance is still valid after someone dies. Covers unoccupied property rules and policy changes.
Getting Empty Property Insurance After a Death
Guide to arranging insurance for an empty property after a bereavement. Covers specialist policies, what is covered, and how to keep the property secure.
How to Notify a Landlord After a Death
Email template and letter for notifying a landlord after a tenant dies. Covers tenancy rights, deposit return, and notice periods.
Government
HMRC, DWP, the council — plain words, on the record.
How to Notify HMRC When Someone Dies
Phone script and email template for notifying HMRC after a death. Covers tax refunds, Self Assessment, and what Tell Us Once does not handle.
How to Notify the DVLA When Someone Dies
Step-by-step guide to notifying the DVLA after a death. Covers driving licence, vehicle transfer, tax refund, and what Tell Us Once handles.
Other notifications
Employers, memberships, the rest — tidy endings for the smaller things.
How to Cancel Subscriptions After a Death
Email templates for cancelling subscriptions after a death. Covers streaming services, magazines, online accounts, and recurring payments.
How to Cancel Memberships After a Death
Email templates for cancelling gym memberships, club memberships, and professional associations after a death. Covers refunds and contracts.
How to Redirect Post After a Death
Step-by-step guide to redirecting post after someone dies. Covers Royal Mail redirection, the Bereavement Register, and stopping unwanted mail.