15 Essential Estate Planning Documents
When a death occurs in a family, the person in charge of the estate will need to gather legal documents. Many of these documents need to be originals and include:
- Last will and testament
- Revocable living trust
- Irrevocable living trusts
- Birth certificate
- Social Security Card
- Marriage license
- U.S. citizenship papers
- Insurance policies, contracts, and paperwork
- Bank account documents
- Current deeds to property
- Auto title in the deceased’s name (or joint name)
- Most recent income tax returns
- Veterans discharge papers
- Current disability claims
- Documents recording a cemetery deed
See Christopher Hill, 15 Legal Documents Needed When Death Occurs, Producers Web, June 19, 2014.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
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