Common Legal Documents

Documents You’ll Need After A Death Occurs

After a death occurs, family members or the person in charge of the estate will need to gather the following legal documents, most of which need to be the original versions:

1. Last Will and Testament
2. Revocable Living Trust
3. Irrevocable Living Trusts
4. Valid Birth Certificate
5. Social Security Card and/or Number
6. Current Marriage License
7. U.S. Citizen Papers
8. All Insurance Policies, Contracts, and Paperwork
9. Copies of Recent Bank Accounts (Usually Within the Past 6 Months)
10. Copies of Current Deeds to Property
11. Auto Title in the Deceased Name (or Joint Name)
12. Most Recent Income Tax Returns
13. Any Veterans Discharge Papers
14. All Current Disability Claims
15. Documents Recording Any Cemetery Deed

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The 25 Most Common Vital Statistics Needed Following A Death