If you are the executor of an estate and the individual has passed away, you will need several key pieces of information before and after the cremation services in Irvine, CA. Most commonly it will be financial statements or insurance information, but there are a few other essential documents to consider, and we have them listed here for you.
Personal Paperwork and Identification
One of the first things you will need to obtain is 15 to 30 official copies of the death certificate because many different sources will require this for proof. You also need the employer identification number for the estate portion to help pay bills like mortgages, distribute finances, and settle any debts.
Personal identification can include the following:
- Driver’s license
- Birth certificate
- Social Security card
- Divorce or annulment paperwork
- Military service information
- Prenuptial agreements
Last Will and Funeral Information
If they had any specific wishes around the funeral, burial, or body disposition, this would also need to be located. And if they had a eulogy or obituary written and any contact information for family, clergy, business associates, or friends that need to be notified, these will also need to be located.
- Living will
- A durable power of attorney
- Organ donation paperwork
- Revocable living trust
- Last Will
All these documents will have various instructions on what needs to be done with them. And if you have any questions about the location, you can contact their lawyer or check with family and friends.
Financial and Business Documents
The business and financial documents are typically found in a filing cabinet. However, they may be in the individual’s purse or wallet and can appear in the mail via account statements or annual documentation. The most common examples of financial information include:
- Insurance policies
- Stocks and bonds
- Bank statements
- Retirement accounts
In addition, some business documents to check for can include:
- Banking account information
- Assets, including vehicles, real estate, or equipment
- Business License
- Records for the corporation, partnership, or LLC
- Existing contracts between employees, loans, or leases
Property and Debts
If the individual had a will that was up to date, it should have a list of all properties and any valuables. Some policies may have been purchased much earlier and will require original documentation instead of what’s available online. Or their lawyer, accountant, or property managers may also have this information.
- Deeds for real estate
- Vehicle and vessel titles
- A list of assets
- Storage units
- Safety box information
In addition, there is also a good chance that the deceased will have bills that need to be finalized and accounts that need to be closed, and they can include:
- Telephone or cable
- Streaming subscriptions
- Auto or lease payments
- Safety deposit box
- Credit card bills
- Personal debts
Your Trusted Source for Compassionate Services
Having the appropriate paperwork will ensure any debts are settled and reduce some of the stress of the experience. And if you need exceptional cremation services in Irvine, CA, our team of experts is here to support you. We are here to answer all your questions, so call us today for more information.