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Estate Planning Blog

Gold River Probate Attorney Explains How to Collect Necessary Paperwork After Your Loved One Passes

April 8, 2011

As a Gold River Probate Attorney, I know that handling the legal end of a loved one’s death can seem nearly impossible, especially when you are grieving. Figuring out what documents you need and why can be even tougher. But the collection of the proper documents is something that needs to be done after a loved one passes away.

As an attorney who handles estate and probate issues in Sacramento County on a regular basis, I understand that this task is not an easy one, especially when you are dealing with the emotion of your loss. We are sorry that you have to go through this difficult time.

That is why we have created a checklist of the paperwork you’ll need to handle the estate. It is important to keep this information secure at all times, and it is not a bad idea to use a lockbox to store these documents when they are not in use.

Your loved one’s documents:

  • Certified copies of the decedent’s birth certificate, death certificate, and marriage certificate
  • Divorce decree(s) from all previous marriages
  • Will or trust papers
  • Insurance policies
  • List of assets (house, car, jewelry, etc.)
  • Bank account numbers
  • Social security card or number (for both you and the deceased)
  • Credit card numbers and statements
  • Deeds to any real estate
  • Tax return from the previous year

If you need help gathering any of these documents or have questions about why they are needed, contact our Gold River probate office at (916) 241-9661 to schedule a Peace of Mind Planning Session.

Call The Chubb Law Firm today at (916) 241-9661 to review your goals and discuss your options.

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I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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