Deceased Records to Gather
Records to gather and review:
- Will or Trust documents
- Insurance policies
- Credit card account numbers and statements
- Mortgage and Loan statements
- Household budget documents (utility and service bills to be paid)
- Retirement account statements (IRAs, 401(k)s, pension plans)
- Nonretirement account statements (checking and savings accounts)
- Property deeds, titles and documentation
- Marriage certificate
- Divorce or child support documents
- Social Security numbers
- Birth certificates of minor children
- Accessible list of websites, logins and passwords for financial information
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