15 legal documents needed when death occursBlog added by Christopher P. Hill on June 19, 2014
Christopher P. Hill, RFC

Christopher P. Hill

Vienna, VA

Joined: January 08, 2010

After a death occurs, family members or the person in charge of the estate will need to gather the following legal documents, most of which need to be originals (not copies).

1. Last will and testament

2. Revocable living trust

3. Irrevocable living trusts

4. Valid birth certificate

5. Social Security card

6. Current marriage license

7. U.S. citizenship papers

8. All insurance policies, contracts and paperwork

9. Copies of recent bank accounts (usually within the past six months)

10. Copies of current deeds to property

11. Auto title in the deceased's name (or joint name)

12. Most recent income tax returns

13. Any veterans discharge papers

14. All current disability claims

15. Documents recording any cemetery deed

See also: Dealing with death: Tips for advisors
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