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