Contact the deceased's financial adviser and attorney
Their financial adviser, broker, and attorney. Look for names in their email, contacts, bank statements, and policy documents.
Some steps differ by region inside the country.
Where
Their financial adviser, broker, and attorney. Look for names in their email, contacts, bank statements, and policy documents.
How
Search their email for words like policy, portfolio, statement, and annual review to identify the adviser.
Phone the adviser and ask for a full schedule of policies, investments, and retirement products they arranged.
Phone the attorney and ask whether they hold the will, any trust deed, or an antenuptial contract.
Ask both whether they are willing to assist the executor, and what they charge.
What to bring
A certified copy of the death certificate
Your ID
Timing
First week or two. The adviser's schedule of assets saves the executor weeks of work.
This is practical information, not legal, medical, or financial advice.