A thread about acting on behalf of the dead. My Aunt and Uncle died within a few months of each other in late 2025 and early 26. I learned that if a surviving spouse does not call in to get the modest death benefit, and passes away, the funds do not go to the estate of the couple. Small amount of money, but that was interesting to learn. TIP: If your married older family members are both frail and one dies, don't relax and take your time. Act swiftly to help claim that benefit. But there was also another complication... I need to file taxes for them for last year. I have his Social Security 1099 form, but not hers. I am the trustee for their California revocable Trust, so I have to settle everything. I don't have her account password info to log in and get the dollar amount for her for 2025, and I don't have her phone anymore which has made logging into ANY accounts problematic. How do I proceed?