First Steps

We know that this is a very stressful time for you and your loved ones but when someone dies there are certain legal steps that you must go through.

Some of these steps can be done solely by you or another person or friend who knew the deceased.
Other steps need to be done by the executor or administrator of the estate.


Some of the first steps include.

  1. Obtain the Medical Certificate. (This is usually supplied by the doctor involved in pronouncing the death or the coroner’s office if they are involved).
  2. Register the death at the registry office. ( A BD8 Form will be given to you to complete once the death is registered).
  3. Contact a funeral director of your choice.
  4. Begin making arrangements for the funeral. (if the deceased made a will you should check the will for any special requests or arrangement’s made).
  5. Contact The Department of Work and Pensions. (This is to arrange for the pension to be stopped if being claimed).
  6. Contact the deceased’s current employer if they were still employed.
  7. Contact any private pension suppliers if they had a private pension plan.
  8. Contact Job Centre Plus or the Social Security Office.(This is done to stop any benifits such as income support or job seekers allowance’s).
  9. Contact HM Revenue and Customs. (to stop any tax credit payments if they were being claimed).
  10. Contact any doctors or health service providers.(This is to remove the deceased from their list and to arrange the return of equipment borrowed).
  11. Cancel any services provided by social services.(Meals on Wheels, transport etc.)
  12. Contact financial institutions. (Banks, Building societies etc ).
Additional help with dealing with the grief experienced by a death is available from

for more information on what to do and how to proceed when dealing with a sudden death you can also find more infomation from the coroner’s guide to sudden death.

Click here if you want to navigate directly to their website.