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

Text size: aA aA aA
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
Relationship Consultants are available 8 a.m. – 8 p.m. ET, Monday – Friday
Please note: Once we're notified of a death, any government benefits, such as Social Security, for the decedent will stop and/or get returned.
What to expect
Your Relationship Consultant will explain what documents we need. Though situations vary, here's a few things to keep in mind:
  1. We'll 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 are approved, we may ask authorized people to open accounts to receive funds. If we think an estate account may be needed, our Relationship Consultant will help explain your choices.
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).