DOCUMENT CHECKLIST
_____
1.Death Certificate (16 or more may be needed)
1.Death Certificate (16 or more may be needed)_____2.Original Estate Planning documents (Trusts, Wills, etc.)
2.Original Estate Planning documents (Trusts, Wills, etc.)_____3Most recent Deeds and Real Property Tax bill
3Most recent Deeds and Real Property Tax bill_____4.Most recent Federal and State Tax Returns
4.Most recent Federal and State Tax Returns_____5.Life Insurance, homeowners/property insurance policy(ies)
5.Life Insurance, homeowners/property insurance policy(ies)_____6.Bank statement for each bank account for the period including the date of death
6.Bank statement for each bank account for the period including the date of death_____7.Brokerage statement for each brokerage account for the period
7.Brokerage statement for each brokerage account for the period Including the date of death_____8.Most recent statement for each Individual Retirement Account (IRA,
8.Most recent statement for each Individual Retirement Account (IRA, 401K) for deceased and spouse, and stock certificates_____9.Contact Social Security at www.socialsecurity.gov or call 1-800-772-1213
9.Contact Social Security at www.socialsecurity.gov or call 1-800-772-1213_____10.Information regarding ownership in any business, limited Partnership,
10.Information regarding ownership in any business, limited Partnership, limited liability company, etc._____11.List of collectibles, e.g., art collection, coins, stamps, Memorabilia, etc.
11.List of collectibles, e.g., art collection, coins, stamps, Memorabilia, etc._____12.Outstanding liabilities, e.g., mortgage, credit cards, car payments, etc.
12.Outstanding liabilities, e.g., mortgage, credit cards, car payments, etc._____13.Date and place of marriage, if applicable
13.Date and place of marriage, if applicable_____14.Names, addresses, date of birth, Social Security Numbers of beneficiaries
14.Names, addresses, date of birth, Social Security Numbers of beneficiaries_____15.Copy of YOUR Driver’s License or other ID for signature verification
15.Copy of YOUR Driver’s License or other ID for signature verification_____16.Safety Deposit Box (location and owner’s name)
16.Safety Deposit Box (location and owner’s name)_____17.Receipt for medical bills outstanding at date of death.
17.Receipt for medical bills outstanding at date of death._____18.Change car/home ownership if deceased on title
18.Change car/home ownership if deceased on title_____19.If Federal worker, contact www.opm.gov or call 1-888 767-6738.
19.If Federal worker, contact www.opm.gov or call 1-888 767-6738._____20.If individual is a veteran, call the Veteran’s Administration.
20.If individual is a veteran, call the Veteran’s Administration.