What Documents Should I Gather After a Loved One’s Death?

Posted by Darren KennedyDec 20, 20240 Comments

Losing a loved one is incredibly difficult. Gathering the right documents after a loved one's passing can save time and make legal processes smoother during this challenging season. Here's a checklist to help you get started:

  1. Identification Documents – Driver's license, passport, Social Security card.
  2. Estate Planning Documents – Will, trust documents, power of attorney.
  3. Financial Records – Bank statements, investment accounts, retirement plans.
  4. Property Records – Deeds, vehicle titles, mortgage statements.
  5. Insurance Policies – Life, health, and homeowner's insurance.
  6. Tax Documents – Recent tax returns and records of unpaid taxes.

Organizing these documents will help in resolving the estate efficiently, especially during probate. This list is not exhaustive, but will give you a good start.