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Paperwake working papers

The words to use when the paperwork feels heavy.

Plain-language call scripts and editable letters for notifying institutions, finding the right next step, and following up without starting from a blank page.

How to use this packet

Make it yours, then take it with you.

Replace the bracketed details, edit any wording to fit your situation, then print or download the finished packet. Nothing here is saved to Paperwake or attached to a case.

01 / Personalize the header

Details to carry into the PDF
These values stay in this browser while you work and appear in the downloaded document’s reference section.

Full name

Your name and role

Bank, insurer, agency, or service

Use only what you need

Use the format the institution prefers

Mailing address

Phone number and/or email

What you are sending with the request

02 / Phone scripts

A steady opening line.

These are prompts, not a performance. Pause, take notes, and ask the representative to repeat anything you want to confirm.

Call 1
Initial notification
Use when you are making the first call after a death.
Call 2
Ask what is required
Use when you need a clear list of documents and steps.
Call 3
Follow up on a request
Use when documents were sent and you need an update.

03 / Request letters

Start with a clear record.

Edit the wording, check the enclosure list, and keep a copy of what you send. Ask each institution to confirm its current process before mailing sensitive documents.

Letter 1

Account closure or transfer request
Use to ask an institution to close an account or explain the transfer process.

Letter 2

Follow-up and confirmation request
Use when you have already sent a request and need written confirmation.

A note from Paperwake

This packet is an organizational aid, not legal, tax, financial, or benefits advice. Every institution and jurisdiction may have different requirements. Verify the official process, protect personal information, and send only the documents requested through a trusted route.

Ready when you are. Your edits remain on this page.