Important Documents for Settling An Estate
Here are some important legal and financial documents that may be helpful in settling the estate of a loved one.
ü Birth certificates of any minor children
ü Certificates of deposit
ü Credit card numbers and statements
ü Current bank statements
ü Health insurance policies
ü Insurance policies
ü Marriage certificate (if applicable)
ü Military discharge papers (if applicable)
ü Mortgage statements
ü Non-retirement account statements (brokerage, mutual fund, etc.)
ü Original copy of death certificate (with raised seal)
ü Real estate deeds
ü Retirement account statements (IRAs, Keoghs, pension plans, etc.)
ü Social Security cards for you and the deceased
ü Stock brokerage statements
ü Birth certificates of any minor children
ü Certificates of deposit
ü Credit card numbers and statements
ü Current bank statements
ü Health insurance policies
ü Insurance policies
ü Marriage certificate (if applicable)
ü Military discharge papers (if applicable)
ü Mortgage statements
ü Non-retirement account statements (brokerage, mutual fund, etc.)
ü Original copy of death certificate (with raised seal)
ü Real estate deeds
ü Retirement account statements (IRAs, Keoghs, pension plans, etc.)
ü Social Security cards for you and the deceased
ü Stock brokerage statements