Vital Statistics

Key Vital Statistics

After a death occurs, family members or the person in charge of the estate will need to gather the following legal documents and information for Vital Statistics:

  1. Full Legal Name
  2. Home Address
  3. Home Phone Number
  4. Copy of Drivers License (if any)
  5. Copy of Birth Certificate (if readily available)
  6. Duration Living in Resident State
  7. Occupation and Job Title
  8. Type of Business
  9. Business Address
  10. Business Phone Number
  11. Social Security Number
  12. Veteran’s Serial Number (if any)
  13. Date of Birth
  14. Place of Birth
  15. Proof of U.S. Citizenship
  16. Father’s Legal Name
  17. Father’s Birthplace
  18. Mother’s Maiden Name
  19. Mother’s Birthplace
  20. Religious Name (if any)
  21. Marital Status
  22. Spouse Name (Maiden, If Wife)
  23. Immediate Brothers and Sisters
  24. Immediate Children’s and Their Ages
  25. Immediate Grandchildren’s and Their Ages

Why Do I Need These Documents?

Providing these vital statistics help the families, the person in charge of the estate, funeral directors, and other organizations in many ways, such as:

  • Verifying the correct and exact identity of a loved one
  • Notifying and connecting as many family members, loved ones, and friends as possible
  • Gathering this information for proof of any burial insurance proceeds due
  • Obtaining these vital records for the county, state, and police records
  • Identifying and notifying the deceased creditors, bank or investment accounts, insurance policies, and any financial professionals
  • Gathering necessary details to create the most accurate death certificate
  • Providing a detailed summary of the deceased so that the court system can begin the probate process (if applicable)
  • Determining when and how to assess estate taxes, income taxes, capital gains taxes, and/or gift taxes
  • Figuring out how to appropriately distribute any assets according to the deceased’s estate planning documents such as a Last Will or Living Trust

Find out more information now about:

The 15 Most Common Legal Documents Needed Following A Death