2145 Compton Road, Cincinnati, OH 45231

15 Most Common Documents Needed April 5, 2019

15 Legal Documents - Checklist

After a death occurs, family members or the person in charge of the estate will need to gather the following legal documents, most of which need to be the original versions:

  1.  Last Will and Testament
  2.  Revocable Living Trust
  3.  Irrevocable Living Trusts
  4.  Valid Birth Certificate
  5.  Social Security Card and/or Number
  6. Current Marriage License
  7. U.S. Citizenship Papers
  8. All Insurance Policies, Contracts and Paperwork
  9. Copies of Recent Bank Accounts (Usually within the past 6 months)
  10. Copies of Current Deeds to Property
  11. Auto Title in the Deceased Name (or Joint Name)
  12. Most Recent Income Tax Returns
  13. Any Veterans Discharge Papers
  14. All Current Disability Claims
  15. Documents Recording Any Cemetery Deed

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