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Quick Summary

Here’s a brief overview of the documents you’ll need:

1. Death Certificate
2. Will or Estate Plan
3. Insurance Policies
4. Financial Information
5. Marriage or Divorce Papers
6. Property Documents
7. Funeral Plans
8. Social Security Info
9. Military Records (if applicable)
10. Digital Accounts

Feel free to skim the sections below for more details as you need them.

1. Death Certificate

The death certificate is essential for tasks like closing accounts, filing insurance claims, and handling the estate.

• How to Get It: Ask the funeral home or your local records office for certified copies.
• Tip: Get multiple copies, as many institutions require originals.

2. Will or Estate Plan

If your loved one left a will or estate plan, this document guides:

• The executor of their estate
• Distribution of belongings
• Funeral instructions
• Where to Look: Check with their attorney, family members, or trusted advisors if you’re unsure where to find it.

3. Insurance Policies

Insurance can help cover expenses or provide financial support.

• What to Gather:
  • Life insurance
  • Health insurance (to settle medical bills)
  • Home or car insurance
• How to Use: You’ll typically need the policy number and a death certificate to file claims.

4. Financial Information

Understanding your loved one’s financial picture can prevent complications later.

• What to Look For:
  • Bank account details
  • Tax returns (last 3-5 years)
  • Investment or retirement accounts

5. Marriage or Divorce Papers

These documents might be needed for tasks like:

• Applying for survivor benefits (e.g., Social Security)
• Updating or transferring asset ownership

6. Property Documents

If your loved one owned property, you’ll need:

• Deeds
• Titles
• Mortgage information

These are important for transferring ownership or selling assets.

7. Funeral Plans

Sometimes, loved ones plan their funerals in advance.

• What to Look For:
  • Prepaid contracts
  • Notes or specific wishes
• Tip: The funeral home can assist with honoring these plans.

8. Social Security Info

Notify the Social Security Administration to stop benefits and manage payments.

• What You Need: Their Social Security number.

9. Military Records (if applicable)

If your loved one was a veteran, their military records (e.g., DD-214 form) can help with:

• Burial in a national cemetery
• Funeral cost reimbursements

10. Digital Accounts

In today’s world, managing online accounts is often part of the process.

• What to Access:
  • Email accounts
  • Social media profiles
  • Online subscriptions
• Tip: Focus on critical accounts like banking or email first.

Simple Steps to Stay Organized

• Start Small: Handle one or two tasks each day. There’s no rush.
• Ask for Help: Family and friends are often willing to assist.
• Use Tools: Platforms like GiveWillow offer resources and tools to simplify these steps.

You’re Not Alone

This process can feel overwhelming, but you don’t have to face it alone. Take breaks, lean on your support system, and remember that it’s okay to ask for help. For additional guidance, visit GiveWillow’s resource page for compassionate and practical support.

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