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Once you have been appointed the executor or personal representative of a deceased loved one’s probate estate, or when you step in as the successor trustee of the loved one’s trust, one of the first things you should do is to notify the post office of the death and ask them to forward the deceased person’s mail to your address. You will be required to provide documented proof that you have been authorized to manage your loved one’s mail—a death certificate is not enough. You will then need to complete a change-of-address request. According to the United States Postal Service website, you must do this in person.[1]
It is important that you direct your loved one’s mail to your mailing address for a period of time because, as the executor, personal representative, or successor trustee, you are responsible for winding up your deceased loved one’s affairs. Your duties specifically include ensuring that necessary bills are paid and creating a list of everything your loved one owns to make sure it is passed on to the intended recipient. Unfortunately, along with important pieces of mail such as statements, bills, and refunds, many not-so-important pieces—catalogs, solicitations, and junk mail—will end up in your mailbox.
Conversely, you may have purchased a deceased person’s home from their estate or trust and be receiving their mail at your new address. If you receive mail that is addressed to someone other than you, you want to ensure that the correct person gets the mail.
How can you stop the post office from delivering mail addressed to a deceased person? Follow these four steps:
Remember, it is a federal offense to open and read someone else’s mail, so if you are not the legal representative of the deceased person, do not open their mail! If you are ever in doubt, call or visit your local post office for additional instructions.
We know that losing a loved one is difficult. Not only are you grieving your loss, but if you are the executor, personal representative, or successor trustee, you also have work to do. If you need assistance winding up your loved one’s affairs, please call us. At Wagner Oehler, Ltd., we've been assisting families for over 50 years with the aftermath of losing a loved one.
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[1] Standard Forward Mail & Change of Address, United States Postal Office, https://www.usps.com/manage/forward.htm (last visited Nov. 20, 2024).
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