Compassionate Guidance During a Guidance Difficult Time

The loss of a family member or loved one is never easy. Along with the emotional challenges that follow, surviving family members, executors, and estate representatives are often responsible for managing financial matters and gathering important information.

SIMM Associates understands that this process can feel overwhelming. Our company’s Estate & Probate Support resources are designed to provide clear guidance while helping families communicate important information regarding a deceased consumer’s account.

Whether someone is notifying us of a death, submitting estate information, or simply looking for guidance about what happens next, our company is committed to handling every interaction with professionalism, sensitivity, and respect.

Understanding
the Process

Every estate is different, and the steps involved may vary depending on the circumstances and the requirements associated with the account.

Once we are notified that a consumer has passed away, our company works with the information provided to determine the appropriate next steps.

Depending on the situation, additional documentation may be requested to help verify estate information and ensure the account is handled appropriately.

Providing complete and accurate information helps the review process move forward as efficiently as possible while protecting the privacy of everyone involved.

Who Should Submit
Estate Information?

Estate information is generally submitted by individuals responsible for managing the affairs of the deceased, including:

Executors

Executors formally responsible for managing and settling a loved one’s estate.

Personal Representatives

Personal representatives authorized to manage affairs for a loved one’s estate.

Authorized Individual

Other authorized individuals acting on behalf of the deceased person’s estate.

Family Members

Family members helping manage a loved one’s affairs after their passing.

Attorneys

Attorneys assisting with estate administration and related account matters.

If someone is unsure whether they are the appropriate person to provide information, we encourage them to contact our company before submitting documentation.

Information That
May Be Requested

Depending on the circumstances, information that may help the review process includes:

Name of the deceased
Account information, if available
Date of death
Estate representative information
Contact information
Supporting documentation when appropriate

The specific information requested may vary depending on the account and applicable requirements.

Submit Estate Information

SIMM Associates provides a secure Estate Information Submission Form to help families and estate representatives communicate the information needed for review.

Once submitted, the information is delivered to the appropriate internal probate team for review and follow-up.

Submit Estate Information

Every Situation Is Unique

Estate matters often involve unique circumstances that cannot always be addressed through a standard process.

SIMM Associates understands that questions may arise regarding documentation, estate administration, or the status of an account. When additional assistance is needed, knowledgeable representatives are available to help explain the process and answer questions as they arise.

Our goal is to make each interaction as straightforward and respectful as possible while helping families navigate an already difficult time.

Frequently Asked Questions

Who should notify SIMM Associates after someone passes away?

Generally, an executor, personal representative, family member, attorney, or another authorized individual may notify the company and provide available estate information.

What information should be submitted?

The information requested may vary depending on the account. Providing complete and accurate information helps SIMM Associates review the account more efficiently.

Will documentation be required?

Depending on the circumstances, supporting documentation may be requested as part of the review process.

How is the submitted information used?

Information submitted through the Estate Information Submission Form is reviewed by the appropriate internal team to help determine the next steps for the account.

Who can be contacted with additional questions?

Individuals with questions about the estate process are encouraged to contact SIMM Associates directly for assistance.

A Commitment to Respect

Every family’s situation is different, and there is no single approach that fits every circumstance. SIMM Associates is committed to treating surviving family members, estate representatives, and authorized individuals with compassion, professionalism, and respect throughout the process.

By providing clear guidance, secure communication, and dedicated estate support, our company aims to make one part of an already difficult time a little easier to navigate.

Compassionate Guidance During a Guidance Difficult Time