What Documents Do You Need After Someone Dies?
If you are handling the paperwork after a loved one passes away, it can be helpful to gather relevant documents and keep things organized as you work through notifying companies, closing accounts, and transferring assets.
Death Certificates
The number-one item you’ll be asked to produce is a copy of the death certificate. Each company will have different requirements, so ask if they’ll accept a photocopy or if they require an original.Birth Certificate
It may seem strange to have to locate your loved one’s birth certificate after they pass away, but it’s worth making sure you have access to this while you work through their accounts and paperwork.Marriage / Divorce Certificate
This may not be relevant in all cases, but it is occasionally requested to ensure that the spouse is who they say they are.Bills
Bills or account statements for utilities, hospitals, banks and other accounts are going to be key to track down. You’ll need account numbers, invoice numbers, and the amount owed, all of which are made much more difficult if you don’t have the latest bill handy.Contracts
Leases, mortgages, loans and other contracts that your loved one may have been responsible for should be located and added to your file to take appropriate action.
Tax Returns
Finally, make sure you have access to your loved one’s income tax returns for the past few years.
If you’re handling the accounts of someone whose loved one has passed away, don’t be afraid to ask for help. Compass Coordinators exists to provide assistance with paperwork and tasks after the death of a spouse, child, sibling or parent so loved ones have the time and space they need to grieve. Learn more.
In no way should this information be taken as legal or financial advice.
