PLAIN-LANGUAGE GUIDE

Documents to find after a death

Locating records early can help an executor or family understand assets, obligations and the next legal steps.

In brief

Locating records early can help an executor or family understand assets, obligations and the next legal steps.

What to do next

  • Original will and trust documents
  • Death certificates and identity records
  • Bank, retirement and insurance statements
  • Property deeds, vehicle titles and loan records
  • Tax returns, bills and recurring payments

Questions worth asking

Who has legal authority? Which assets are involved? Which state’s law applies? Are there court deadlines, tax issues, or disagreements that require professional advice?

Where to go from here

Use the state directory to locate the relevant jurisdiction and verify current requirements with official courts or government agencies. The free tools can help organize information before a professional appointment.