June 5, 2015

Documents to Locate After the Death of Your Spouse

The death of a spouse leaves no shortage of paperwork, phone calls, and critical decisions. Being organized is one way to help mitigate possible frustrations you may encounter while moving forward. The following is a list of documents that are commonly needed to tend to your spouse’s affairs:

  • Letter of instruction
  • Death certificate
  • Marriage certificate
  • Last Will and Testament
  • Trust agreements and all amendments
  • Birth certificate
  • Social Security card
  • Pension/annuity information
  • Insurance policies
  • Bank account statements
  • Investment or retirement plan statements
  • Business documentation (partnership agreements, contracts, etc.)
  • Deeds or titles to any real property
  • Most recent income tax statements
  • Social Security statements
  • Military discharge papers

If you have a safe deposit box, be sure to check there for many of these important documents. You may also find it helpful to contact your financial advisor, insurance agent, accountant, and attorney to assist you in locating some of these documents.

We would love to invite you to learn more about Hiley Hunt Wealth Management and who we serve in Omaha, NE –Financial Planning and Investment Management.