La Paloma Funeral Services
print death certificates family tasks and checklist
Funeral tasks and checklist for death certificates

The paper work and getting documents together at the time of a death can seem overwhelming or intimidating. As we look for ways to serve you better, we have put together some of the reminders that families have found helpful. Most of these items will be readily available, but you may need to search for others. We have grouped these items so that you can easily go down the list.

Locate the following: (These are not in order of importance)

  • Bank statements, records-check cards
  • Bills (current and those needing to be paid)
  • Birth Certificates of the deceased and any minor children
  • Business ownership or partnership papers
  • Credit Cards-Bank Cards
  • Find the most recent will
  • Insurance records (Policies and payment receipts
  • Loan documents (those currently in force)
  • House and Property records (land titles, deeds, assessment notice and records of rental properties)
  • Marriage Certificates
  • Military Discharge papers (DD2-14)
  • Motor vehicle titles and registration
  • Pension records
  • Safety deposit boxes (locations and keys)
  • Savings Bonds
  • Social Security numbers of the deceased, survivors and minor children
  • Stocks and bonds (certificates, names of brokers)
  • Tax records (old returns and the current year)
Organize these documents according to those you need immediately to assist with the funeral arrangements. Keep the others hand for future use. Organize them in a file folder and keep them handy till needed.
 
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