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PHONE SCRIPTS

PHONE SCRIPTS

Every Call, Fully Scripted

Every Call, Fully Scripted

Every Call, Fully Scripted

The exact words to say for every call you need to make. Read through the script before you dial.

The exact words to say for every call you need to make. Read through the script before you dial.

GOVERNMENT BENEFITS

Social Security Administration

Report the death, handle the payment return, and begin survivor benefits.

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View Script →

FINANCIAL

Primary Bank or Financial Institution

Notify the bank, understand account access, and handle automatic payments.

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View Script →

INSURANCE

Life Insurance Company

File the death claim and understand the payout timeline.

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View Script →

VETERANS BENEFITS

VA Benefits Office

Claim burial benefits, survivor compensation, and other VA entitlements.

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View Script →

PROPERTY

Mortgage Servicer

Notify the lender and understand your options for the home.

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View Script →

HOUSEHOLD

Utilities and Subscriptions

Transfer or cancel utilities, streaming services, and recurring subscriptions.

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View Script →

Before every call — have a certified death certificate nearby, a pen and paper, and ask for a reference number before you hang up.

graceafter · guidance after loss

graceafter · guidance after loss

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