What Happens After Someone Passes Away?
A Guide to the Post-Death Process

Losing a loved one is one of life’s most challenging experiences.
On top of the emotional toll, there’s often a long list of practical tasks to manage.
Understanding the post-death process can make things a little easier during this difficult time. 🌟

At Beacon Advice, we’re here to help you navigate the journey with care and clarity.
Let’s walk through the steps together.

1. Immediate Steps to Take After a Death

When someone passes away, there are a few important tasks to address right away. Here’s what you’ll need to do:

• Notify the Authorities:
  If the death occurs at home, contact the GP or emergency services. In hospitals or care homes, staff will guide you through the process.
• Get a Medical Certificate:
  This certificate is essential for registering the death.
• Register the Death:
  You’ll need to register the death within five days in England and Wales. Bring the medical certificate and the deceased’s personal details.
• Plan the Funeral:
  Funeral directors can provide guidance.
  If the deceased left funeral wishes, such as dress codes or music preferences, this can help make the service personal. 🎶

💡 Tip:
Many families now prefer a “celebration of life” service, with colourful clothing, meaningful music, or even personalised coffins.

2. What Is Probate?

Probate is the legal process of managing someone’s estate after they’ve passed away.
It ensures that their assets are distributed according to their wishes.

What Does Probate Involve?

• Applying for Probate:
  This step is necessary if the deceased owned property or had significant savings.
• Valuing the Estate:
  You’ll need to identify all assets (like property and savings) and liabilities (like debts).
• Paying Inheritance Tax:
  If the estate exceeds the tax threshold, inheritance tax must be paid before distributing assets.
• Distributing the Estate:
  Once probate is granted, the executor can ensure assets are distributed as outlined in the will.

🔍 Did you know?
Most people handling probate are aged 18-44, often navigating this process for the first time.
That’s why professional guidance can make a world of difference.

3. Why Planning Ahead Matters

Planning ahead is one of the greatest gifts you can give your loved ones.
It not only saves them time and stress but also ensures your wishes are honoured.

Here’s How You Can Prepare:

• Write a Will:
  A clear and comprehensive will prevents disputes and delays.
• Document Your Assets:
  Keep an updated record of your assets, debts, and important documents. Our Estate Essentials Booklet is a handy tool for this. 📖
• Consider Trusts and LPAs:
  Testamentary trusts and Lasting Powers of Attorney can protect your assets and provide clear instructions for your care.
• Review Regularly:
  Life changes like marriage, divorce, or the birth of a child mean it’s time to update your estate plan.

💡 Pro Tip:
Planning ahead doesn’t just make things easier—it also gives you peace of mind knowing your loved ones are cared for. 💖

4. How Beacon Advice Can Help

At Beacon Advice, we know how overwhelming the post-death process can be.
That’s why we’re here to guide you every step of the way.

Our Services Include:

• Will Writing and Estate Planning:
  Helping you plan for the future with confidence.
• Probate Support:
  Assisting executors with the legal and financial aspects of probate.
• Post-Death Guidance:
  From executor advice to grief support, we’re developing services to make this journey easier for families.

With our friendly, approachable service, we aim to provide clarity and compassion when you need it most. 🌈

5. Final Thoughts

The post-death process can feel overwhelming, but it doesn’t have to be.
By understanding the steps involved and planning ahead, you can make things easier for your loved ones.

At Beacon Advice, we’re here to support you with expert guidance and a caring touch. 💡
If you’d like to learn more about how we can help, don’t hesitate to get in touch.
Let’s plan for peace of mind, together. 🤝

ADDITIONAL RESOURCES – The National Wills Archive Bereavement Guide –

https://www.beaconadvice.co.uk/wp-content/uploads/2025/04/Bereavement-Guide.pdf

From the Government website –
What to do when someone dies: step by step – GOV.UK