Resources for managing financial matters after an unexpected death
What you need to know as the executor of an estate
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Losing a loved one
We're here to help during a difficult time.
We understand that managing financial matters after the loss of a loved one can feel overwhelming. Please know that you’re not alone — we’re here to support you with care, respect, and clear guidance every step of the way.
How to get support on a U.S. Bank account
Our specialists are trained to handle these situations with compassion and understanding. They’ll help explain what information may be needed and what to expect, so you can move forward at a pace that feels right for you.
Your first steps when contacting us
When you’re managing the financial affairs of someone who has passed away, it’s normal to feel unsure about where to begin. While each situation is unique, starting with a few key details can help us provide the best support possible.
Here’s an overview of some basic information we may ask for:
- Date of death
- Account information, if available
- Your relationship to the account holder
Having this information ready can help simplify the process and allow us to guide you more efficiently through the next steps. If you don’t have everything right away, that’s okay — our team will help you understand what’s needed and what can come later.
More resources
When you’re managing the financial affairs of someone who has died, we know it can be overwhelming to know where to start. Here’s an overview of some of the basics to cover first.
Common terms and definitions to know
A little primer on the legal language involved with managing the finances of someone who has died can go a long way to help you feel more confident about the process. We’re breaking down the jargon to help you navigate some of the terminology that may be new to you.
What documents do you need after a loved one dies?
When someone you love has died, the process of getting all of the paperwork together can be overwhelming. Who should you call? What papers do you even need? Use this guide to walk you through the documents you need and why.
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