The Necessity of Death Certificates

Death certificates are more than a matter of public recordkeeping. In many cases, public institutions and private corporations will require a copy of the deceased person’s death certificate before transferring control of the decedent’s assets to their loved ones.

You might need a death certificate to:

  • Arrange a funeral, burial, or cremation
  • Transfer control of a real property or motor vehicle to the decedent’s heirs
  • Transfer control of a financial account to the account holder’s designated beneficiaries
  • File an insurance claim
  • File a petition to receive continuing Medicaid benefits or pension payments
  • Notify a creditor or mortgage lender of the decedent’s death

While the paperwork required to obtain a copy of a California death certificate is not especially difficult to fill out and understand, the state has additional requirements that must be met before it will release a copy of the decedent’s records. In some cases, failing to understand and meet these requirements could delay probate proceedings or trust fulfillment, preventing heirs from receiving their inheritances. 

Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.