Documents You Will Need to Conduct Business

It is advisable to call parties concerned before visiting their offices to check on which documents they will need. If documents are given to them, get a receipt (insurance polices, etc.).

• DEATH CERTIFICATE- WILLS
• SOCIAL SECURITY NUMBERS YOURS AND THE DECEASED
• MARRIAGE CERTIFICATE- BIRTH CERTIFICATE OF EACH CHILD
• ARMED SERVICE DISCHARGE PAPERS- VETERAN'S ADMINISTRATION CLAIM NUMBER
• INSURANCE POLICIES -DEEDS AND TITLES TO PROPERTY
• STOCK CERTIFICATES -BANK BONDS
• AUTOMOBILE REGISTRATION
• LOAN AND INSTALLMENT PAYMENT BOOKS AND CONTRACTS
• RECENT INCOME TAX FORMS AND W-2 FORMS