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:
- Full Legal Name
- Home Address
- Home Phone Number
- Copy of Drivers License (if any)
- Copy of Birth Certificate (if readily available)
- Duration Living in Resident State
- Occupation and Job Title
- Type of Business
- Business Address
- Business Phone Number
- Social Security Number
- Veteran’s Serial Number (if any)
- Date of Birth
- Place of Birth
- Proof of U.S. Citizenship
- Father’s Legal Name
- Father’s Birthplace
- Mother’s Maiden Name
- Mother’s Birthplace
- Religious Name (if any)
- Marital Status
- Spouse Name (Maiden, If Wife)
- Immediate Brothers and Sisters
- Immediate Children’s and Their Ages
- 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
