The gathering of paperwork and documents at the time of a death can seem overwhelming or intimidating. We are looking for ways to serve you better and have put together some of the reminders that families have found helpful. Most of these items will be readily available, but you may need to search for others. We have grouped these items so that you can easily go down the list:
Find the most recent will.
Order certified copies of the death certificate (we will assist you with this task).
Locate safety deposit box and key for documents, if possible.
Bank statements, records-check cards.
Bills (current ones, needing to be paid).
Birth certificates of the deceased and any minor children.
Business ownership or partnership documents.
Credit cards and/or bank cards.
Insurance records (policies and payment receipts).
Loan documents (those currently in force).
House and property records (land titles, deeds, assessment notice, and records of rental properties).
Military discharge papers (DD-214).
Motor vehicle titles and registration.
Social Security Numbers for the deceased, survivors and minor children.
Stocks and bonds (certificates, names of brokers).
Tax records (old returns, current year).
Organize the documents according to those you need immediately to assist with the cremation arrangements. Keep the others handy for future use. Organize them in a file folder and keep them in a safe place until needed.