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Family & helpers · David's plan · Seen by Daniel, an heir

Report that David has died

We are very sorry. If David has died, you can tell us here. It starts the process that lets his executors take care of his plan. You do not need to upload anything.

Demo screen. David is alive in the demo. Nothing is sent.

Who can report a death

Any named executor, the steward, or an heir. You are signed in as Daniel Richards, an heir.

What happens when you report

  1. The named executors, Margaret and Sarah, are told by email, and by WhatsApp if they opted in.
  2. Their 14 days to respond starts. We remind them on days 3, 7 and 12. See the schedule.
  3. Your name and the time are written in the log.
  4. David is told at once, by email and by WhatsApp if he opted in, with a one-tap "I'm alive, cancel this" link (see what he gets). If he cancels, the clock stops and you and the executors are told.

What does not change

Nothing changes until an executor's certificate is approved. No access moves. The steward role carries on. Dealer offers stay open. A report on its own cannot give anyone control.

Only an executor can upload the death certificate and take control. If no executor can act, whoever holds the grant of probate or letters of administration can. See that route.

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