What You Need to Settle Your Affairs

A Checklist of Documents You Will Need to Settle Your Affairs After You Die

• List of Funeral Instructions and prepaid funeral contracts
• Medicare Card/Health Insurance Card
• VA File Number, Military discharge papers
• Birth certificate and Death Certificate
• Marriage license or Divorce Decree
• Prenuptial/postnuptial agreements
• Revocable/Living Trust agreements
• Last Will and Testament
• Bank statements, checkbooks, check registers, certificates of deposits
• Safe deposit rental agreement and keys
• Deeds, mortgages, leases, homeowner’s insurance information
• Stock and bond certificates and account statement
• Pension, IRA, retirement statements
• Life insurance policies or statements
• Last income tax return/current employment information

Like this article? Please share it: Facebooktwittergoogle_plusredditpinterestlinkedintumblrmail