What documents are needed after someone dies?

Commonly needed documents include the trust, amendments, death certificate, deeds, financial statements, insurance policies, tax returns, business records, and beneficiary designations.

Trustees may also require appraisals, prior gift tax returns, retirement account information, and property records. Families who keep their estate planning documents and financial information organized often make the administration process substantially easier and less stressful.

 

Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 45 years.