Handling a loved one's affairs is emotional and confusing. Most of the early work is gathering and organizing documents so the attorney handling the estate has what they need. That part can be shared with someone you trust.
Documents to gather
- Certified copies of the death certificate. Many institutions ask for one, so order several.
- Any will, trust and related documents, and the name of the attorney who prepared them.
- Deeds, vehicle titles and loan statements.
- Bank, retirement and investment statements.
- Life insurance policies and beneficiary information.
- Recent tax returns and any bills or debts.
Make an inventory
A simple list of accounts, property and debts, with the institution, a contact and the latest balance or value, is often the first thing the attorney asks for.
Keep a log
Write down every call: who you spoke with, the date and what they said. Keep copies of every letter sent and received.
Leave legal decisions to the attorney
Whether probate is needed, who has authority to act and how assets are distributed are legal questions. Organized paperwork simply helps the attorney answer them faster.
General information, not legal advice. An estate attorney can explain what applies to your family's situation.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
