Settle — Notifications

23 institutions to notify

12 Complete

4 In progress

7 Not started

Tier 1

AUTOMATED BY SETTLE

Settle sent the notification. You didn't have to call.

✓ Netflix Cancelled Feb 2
✓ Spotify Cancelled Feb 2
✓ New York Times Cancelled Feb 2
✓ Audible Cancelled Feb 3
✓ Planet Fitness Cancelled Feb 5
✓ Adobe Creative Cloud Cancelled Feb 8
✓ Amazon Prime Cancelled Feb 8

Tier 2

MANAGED BY SETTLE

Settle sent the letter. Follow-up may be needed.

✓ ComEd (electric) Transferred to Sandra Feb 12
✓ Peoples Gas Transferred to Sandra Feb 12
✓ AT&T (internet) Account closed Feb 15
→ Xfinity (cable) Letter sent Feb 20

Awaiting response
→ GEICO (auto insurance) Letter sent Feb 22

Awaiting response
✓ State Farm (home ins) Policy updated Feb 25
→ AAA (membership) Letter sent Mar 1

Awaiting response

Tier 3

GUIDED BY SETTLE

These require you to call or visit. Settle prepares everything.

✓ Social Security Admin Notified Jan 28

Benefits stopped Jan 31
✓ First National Bank Closure started Mar 6

Closure in progress
→ Fidelity (brokerage) READY

Estimated time: 25 min | Call script prepared

→ View call script → What to have ready
→ Chase Bank (savings) READY

Estimated time: 20 min | Call script prepared

→ View call script
○ Wells Fargo (mortgage) Available ~Mar 15

Depends on: Letters Testamentary
○ IL Secretary of State Available ~Mar 15

(vehicle title transfer)
○ Cook County Recorder Available ~Apr 1

(property deed transfer)
○ IRS (final tax return) Available ~Apr 15

deadline: Apr 15, 2026
○ MetLife (life insurance) Available ~Mar 20

Claim form downloaded ✓

HOW THE TIERS WORK

Tier 1 — AUTOMATED

Subscriptions and memberships. Settle sends a cancellation request directly. You do nothing.

Tier 2 — MANAGED

Utilities and insurance. Settle sends a formal letter with your documentation. You may need to follow up if they don't respond.

Tier 3 — GUIDED

Banks, government, legal. These require you to call or visit in person. Settle prepares your call script, document checklist, and tells you exactly what to say.

IMPACT SO FAR

Calls you DIDN'T have to make 7 (Tier 1)

Letters Settle sent for you 7 (Tier 2)

Calls you DID make (with scripts) 2 (Tier 3)

Estimated time saved ~8 hours

Monthly charges stopped $127.94/mo

Seven services cancelled without a single phone call. Seven times you didn't have to say "my father passed away."