Losing a loved one can be stressful. Navigating their financial affairs doesn't have to be.

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The passing of a loved one is never easy, and handling their finances can be challenging. If they had a relationship with Merrill, our Life Services Team can help you navigate those challenges—step by step.
Contact our Life Services Team
855-450-9015
Relationship Consultants are available 8 a.m. – 8 p.m. ET, Monday – Friday
Please note: Once we are notified of a death, any government benefits for the decedent, such as Social Security, will stop and/or be returned.
What to expect
Your Relationship Consultant will explain what documents we need. Though situations vary, here are a few things to keep in mind:
  1. We will need a copy of the death certificate. We may also need additional documents required by the laws of your state.
  2. After reviewing the documents, a Relationship Consultant will discuss any additional documents or further actions that need to be taken.
  3. Once all documents have been approved, authorized parties may need to open accounts for funds to be transferred or disbursed. If an estate account is needed, your Relationship Consultant will help you understand the options.
In certain situations, you may also need to contact a legal advisor for assistance.

Call the Life Services Team at 855-450-9015 (Mon-Fri 8 a.m – 8 p.m. ET).

Show What initial documents will be needed?

Show Why do I need to provide Merrill with a copy of the death certificate?

Show Can I send Merrill a photocopy of the death certificate?

Show Where do I get a certified copy of the death certificate?

Show What other documents might Merrill ask for?

Show What is probate?

Show What is the difference between a beneficiary and a fiduciary?

Show What is the difference between an executor or executrix and an administrator?

Show How are accounts transferred after an account owner dies?

Show How long will it take for funds to be released?