What to do when a client dies (2024)

Our bereavement guide will give you all the information you need to manage your client’s savings, to help you and their family every step of the way. Whoever is legally entitled to your client’s savings can make a claim online or by post.

If your client has passed away, their Letter of Authority will no longer be valid. All requests for account information will need to be sent to us in accordance with our bereavement process.

To find out more on what to do when your client has died click here

If the deceased client lived outside the UK, call us on 0800 092 1228 any time to find out more about how to claim. Calls from outside the UK may not be free. Calls may be recorded.

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What to do when a client dies (2024)

FAQs

What to do when a client dies? ›

When coping with a client's death, self-care is more important than ever. Be sure to get enough sleep, exercise, and eat well. Taking a few days off may be helpful, too. Several years later, I still feel a profound sadness about the suicide of my former client.

How do you deal with a client death? ›

When coping with a client's death, self-care is more important than ever. Be sure to get enough sleep, exercise, and eat well. Taking a few days off may be helpful, too. Several years later, I still feel a profound sadness about the suicide of my former client.

What happens when your client dies? ›

Attorney-client relationship

Typically, the death of a client terminates the attorney-client agency relationship, and the attorney's authority to act ends. Without authorization from the decedent's representative, an attorney of a deceased client is without authority to act.

What do you say when someone's client dies? ›

A simple “I'm sorry for your loss” is fine if you don't know them very well. However, it's often better if you can say something about the person who has passed away. Saying something personal that kindly remembers the person and what they meant to you is very much appreciated.

Should a therapist go to a client's funeral? ›

A therapist or counselor may be asked by relatives of a deceased patient to attend the funeral or burial of a deceased patient. Under many circ*mstances, attendance can occur without much ado and without any problem for the practitioner.

Do therapists grieve clients? ›

There can be limited guidance and support for therapists when they experience a loss in the counseling process. Managing a client loss and the subsequent grieving process should not go ignored or left for the therapist to handle alone.

What is the nursing responsibility when a client dies? ›

In those cases, the nurse's primary responsibility is to provide care and support to the patient and to respect the patient's autonomy while continuing to support the family as they struggle to adjust to the impending reality of the patient's death.

When a client is grieving? ›

Ask questions that allow clients to tell their story, and then listen. Let them talk about how they feel. “By sharing that memory, you've probably made the grieving person smile,” she said. You're offering the opportunity to share stories and memories and even learn things about their loved one they didn't know before.

What is the last sense of a dying client? ›

They concluded that the dying brain responds to sound tones even during an unconscious state and that hearing is the last sense to go in the dying process.

What is the responsibility when someone dies? ›

If there is a Will, then this will name one or more Executors, who will be the person (or people) responsible for handling the next steps. If there's no Will, but there's a spouse or an only child, then usually this would fall to them.

What not to say when someone dies? ›

Your place is to console, not to judge. Acknowledge the person's loss and avoid saying things like “I'm glad it was you and not me.” Don't tell anyone what to do or to change his or her feelings. Don't ask anything of a bereaved person other then what you might be able to do to help.

What is the professional way to say someone died? ›

Synonyms of deceased

How does the adjective deceased contrast with its synonyms? Some common synonyms of deceased are dead, defunct, departed, and late. While all these words mean "devoid of life," deceased, departed, and late apply to persons who have died recently. deceased is the preferred term in legal use.

When a therapist dies what happens to the client records? ›

ACA ethics code B. 6. i states: “Counselors take reasonable precautions to protect client confidentiality in the event of the counselor's termination of practice, incapacity, or death and appoint a records custodian when identified as appropriate.”

What happens to patient records when a therapist dies? ›

What happens if your therapist dies? Ideally, your therapist will have made arrangements with another therapist. This therapist will take possession of all notes and files. They will notify existing clients that their therapist has passed, and offer referrals to other therapists.

Is it inappropriate to go to a patient's funeral? ›

Attending the funeral of a patient is a gesture of respect to the deceased and is generally interpreted as such by the patient's family.

How do you express condolences to a client? ›

The words can be very simple: “Please accept my sympathy for your loss” or “There are no words to express my heartfelt sympathy to your and your family.” Mention the relationship. Though little may be known about the deceased, the sympathy is based upon the relationship shared with the client.

What is the best condolence message to a client? ›

Please know that you have my deepest sympathy.” “The loss of a loved one is never easy. That's why we want you to know that our thoughts and prayers are with you during this challenging time.”

What is the best condolence message? ›

  • I'm so sorry to hear of your loss. Wishing you peace during this difficult time.
  • Our thoughts and prayers are with you and your family.
  • Thinking of you in these difficult times.
  • I'm so sorry to hear about ___. I know how much his/her smile brightened your day. ...
  • We're sorry to hear about the passing of ___. Sending love.

How do you communicate with a grieving client? ›

In communicating with a grieving client, empathy and sensitivity are paramount. Approach the conversation with compassion, acknowledging their loss and validating their emotions. Listen actively and attentively, allowing them to express themselves freely without judgment.

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