Vital Documents

• Certified Death Certificate (10–15 copies)
  Needed to notify government agencies, close accounts, and claim benefits or insurance. Multiple copies may be required for various institutions.
• Last Will & Testament
  Provides legal guidance on how the deceased’s assets should be distributed and names any executors or guardians. May be necessary to file with the court after passing to become legally binding.
• Trust Documents
  Specifies how assets in a trust are to be handled, often helping to avoid probate and maintain privacy.
• Estate Paperwork (contact attorney if probate required)
  Legal documents related to administering the estate, including probate filings and asset distribution.
• Social Security Cards
  Useful for final benefits claims, identity confirmation, and notifying the Social Security Administration.
• Marriage and/or Birth Certificates (dependents)
  May be needed to prove relationships for benefit claims, insurance policies, or inheritance.
• Real Estate Documents (deeds and/or leases)
  Essential for managing, transferring, or selling any real property owned by the deceased.
• Vehicle(s) Title/Registration
  Required to transfer or sell the deceased’s vehicle and resolve any related liabilities. 
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• Court Documents (e.g., court orders, divorce decree)
  Can clarify legal obligations, guardianship arrangements, or prior claims to the estate.
  

INFORMATION PROVIDED ON THIS PAGE DOES NOT CONSTITUTE LEGAL, FINANCIAL, OR TAX ADVICE. PLEASE CONSULT A LICENSED PROFESSIONAL.