If one of your clients loses a loved one, here are 25 key vital statistics they will needBlog added by Christopher P. Hill on August 23, 2010
Christopher P. Hill, RFC

Christopher P. Hill

Vienna, VA

Joined: January 08, 2010

What Vital Statistics Will Your Clients Need to Provide?

The Most Common Vital Statistics When Planning a Funeral

Here is a List of the 25 Most Common Vital Statistics To Advise Your Clients to Have Readily Available:

1) Full Legal Name
2) Home Address
3) Home Phone Number
4) Copy of Drivers License (if any)
5) Copy of Birth Certificate (if readily available)
6) Duration Living in Resident State
7) Occupation and Job Title
8) Type of Business
9) Business Address
10) Business Phone Number
11) Social Security Number
12) Veteran's Serial Number (if any)
13) Date of Birth
14) Place of Birth
15) Proof of U.S. Citizenship
16) Father's Legal Name
17) Father's Birthplace
18) Mother's Maiden Name
19) Mother's Birthplace
20) Religious Name (if any)
21) Marital Status
22) Spouse Name (Maiden, If Wife)
23) Immediate Brothers and Sisters
24) Immediate Children's and Their Ages
25) Immediate Grandchildren's and Their Ages

Here are Many Ways These Vital Statistics Readily Available Can Help Your Clients, Their Families, AND Their Funeral Directors:

- Verifying the correct and exact identity of one's loved one
- Notifying and connecting as many family members, loved ones, and friends as possible
- Gathering this information for proof of any insurance proceeds due
- Obtaining these vital records for the county, state, and police records
- Identifying and notifying the deceased creditors, bank or investment accounts, insurance policies, and any financial professionals
- Gathering necessary details to create the most accurate death certificate
- Providing a detailed summary of the deceased so that the court system can begin the probate process (if applicable)
- Determining when and how to assess estate taxes, income taxes, capital gains taxes, and/or gift taxes
- Figuring out how to appropriately distribute any assets according to the deceased's estate planning documents such as a Will or Living Trust

Keep this handy should the situation arise, and I also strongly suggest you start PROACTIVELY begin speaking with your clients, particularly the Senior clients, about creating an sound End of Life Plan. The first step is to Create a "Family Record Guide, which you can download for free at our website here:

http://www.funeralresources.com/financial-planning/end-of-life-plan/

Christopher P. Hill, RFC
Founder, FuneralResources.com
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