Important Legal Documents Needed For Death or Disability

By |2015-06-25T18:45:01+00:00June 25th, 2015|Estate Planning|

Have you ever wondered what documents might be needed in the event of death or a disability? Listed below are 15 essential documents from the website Funeral Resources:

Christopher P. Hill, the owner of Funeral Resources is an expert on this topic and his website is extremely helpful and a great place to investigate all aspects of a funeral and the aftermath.  I suggest you click on the link and have a look.

After a death occurs, family members or the person in charge of the estate will need to gather the following legal documents, most of which need to be the original versions.  This list is from the Funeral Resources website:

  1. Last Will and Testament
  2. Revocable Living Trust
  3. Irrevocable Living Trusts
  4. Valid Birth Certificate
  5. Social Security Card and/or Number
  6. Current Marriage License
  7. U.S. Citizenship Papers
  8. All Insurance Policies, Contracts and Paperwork
  9. Copies of Recent Bank Accounts (Usually Within the Past 6 Months)
  10. Copies of Current Deeds to Property
  11. Auto Title in the Deceased Name (or Joint Name)
  12. Most Recent Income Tax Returns
  13. Any Veterans Discharge Papers
  14. All Current Disability Claims
  15. Documents Recording Any Cemetery Deed

No one ever want to think about these things, but a little organization beforehand will reduce stress and make it easier on your heirs and loved ones.



About the Author:

Bill Broich
Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet. To follow Bill's profile, click here.