Losing a loved one is challenging enough between processing the emotions and planning the cremation services in Tulsa, OK; it might feel like a daunting task to get it all done. One of the critical things that will need to be completed is finding all the appropriate paperwork to finalize parts of the individual’s life. Here is a list of specific documents that will need to be located after a loved one passes away.
What are Their Assets?
The first documents you’re going to need to get copies of, or the originals, are different statements such as:
- Accounts: This information could be anything ranging from IRAs to different bank accounts. It can be helpful to have a list of all the individual’s accounts to make the process easier.
- Insurance Policies: If the individual held any insurance policies, in most cases, the company would need the original policy returned to them for payment.
- Beneficiary Information: If any beneficiaries are assigned to retirement accounts or insurance policies, you will also need this information.
- Deeds: In most cases, the original deed may not be required for some companies when it comes to real estate.
- Titles: To do a legal transfer, original titles will be required for this process.
- Certificates: Regarding stocks and bonds, they will also need the original certificate for transfer.
Business Matters
If the individual had a business, here are a few of the documents that might be required.
- Partnership or Corporate Information: You may need the articles of the organization or copies of the corporate charter. You may also have to include any partnership agreements or shareholders agreements as well as original stock certificates.
- Statements: Account information could include brokerage, retirement, and any bank accounts relating to the business.
- Titles: If boats or automobiles were involved, the original titles would also be required.
- Contracts: In some cases, the individual may have had employment agreements or leases for vehicles that will also need the documentation.
- Licenses: Any state or local documentation for licenses may be required.
Contracts
Some contracts that could be considered are prenuptial or postnuptial agreements, leases, and loans.
Utilities and Bills
Depending on the extent of the estate, the few documents that might be required are:
- Utility bills and credit card statements
- Loans
- Mortgages
- Storage unit
- Funeral expenses
Estate Documents
If there are any last will and testaments or revocable living trusts, copies of these will be required.
Keeping Compassion as the Foundation
When it comes to gathering documents, we always recommend getting at least ten copies of the death certificate depending on how largely Invested the individual was in outside experiences. Unless preplanning was in place, you may have to seek out assistance in locating all the needed paperwork.
Losing a loved one can be a painful experience, and you need to find the highest quality cremation services in Tulsa, OK. You need a company that understands the intricacies of the process, and they can offer you support as you go through the planning. We are here to help, so if you would like to schedule an appointment or have any questions contact us today.