We have here compiled worksheets to use for: 1) preparing plans for you after to you die or 2) plans for handling the myriad details of a deceased. Where possible, the list starts with the timeliest or most important items.

Documents

You may need these documents for handling legal and accounting issues:

• Will
• Birth Certificate
• Insurance Policies
• If a veteran—then discharge papers
• Death Certificate
• Social Security Card
• Marriage Certificate
• Birth Certificate of each child, if applicable
• Insurance Policies
• Deeds and Titles to Property
• Stock Certificates
• Bank Books
• Recent Income Tax forms and W-2 forms
• Automobile Title and Registration papers
• Loan and installment payment books and/or contracts

Death Certificate

• You will need a death certificate. (Copies are needed for each occasion where there will be a transfer of property such as land, home, vehicles, stocks, bonds, each bank, each company holding a life insurance policy and any other assets.) Additional copies available from your city hall.
• You will need the following information about the deceased to fill out the forms (probably at the funeral home): Name, social security number, address, city, state, county, country, birth date, birth place, (if in services, the armed forces serial number), years in the state, occupation, name and address of employer, education level attained, father's name (including middle initial), mother's name (including maiden name).

Move to Death Worksheet #5