Agent Termination - Case Agent is Deceased

1. Hi Emily,
Thank you for letting me know. I’m very sorry to hear this.
Please extend my condolences to his family.
Best regards, 

2. Confirm the Information
Before taking regulatory action:
Verify this is accurate
If needed:
• Google obituary
• Check public records
• Ask for confirmation if unclear



3. Regulatory / Brokerage Obligations (Important)
Since he is a licensed agent under your brokerage (Florida assumed unless stated otherwise):
You need to:
 A. Notify State Licensing authority 
This is typically done by:
• Updating status in DBPR system (if applicable)
• Ensuring license is no longer associated
This usually happens automatically once death is recorded, but you should confirm

 B. Remove from Brokerage Systems
Termination Procedures

 C. Check for Active Transactions (Critical)
This is your biggest broker risk
You need to determine:
Was he involved in any open transactions?
If YES:
Notify Tony

 D. Commission / Funds (If Applicable)
If he had:
• pending commissions
• deals in progress
Then:
Payments go to his estate, not individuals
This can get sensitive → handle carefully

4. Risk Areas You Need to Watch
 1. Active Listings
If he had listings:
• They cannot remain “orphaned”
• Must be reassigned under you

 2. Escrow / Contracts
If he was involved:
• You (broker) step in as responsible party

 3. Communication
Clients may:
• not know
• panic if they find out indirectly

5. Internal Action Checklist
Have your team do this:
Step 1
Search:
• CRM
• transaction tracker
• MLS
For:
“Lawrence Edmonds”

Step 2
Identify:
• Active listings
• Pending deals
• Buyer clients

Step 3
Reassign immediately