Estate Settlement  Checklist


Following is a list of documents and papers that could be essential for settling your estate should you pass away. Keep them in a safe place and make sure your family knows where they are. It may also be helpful to keep a list of these documents for the executor of the estate.

  • Will
  • Checking/Savings account numbers and the names of your banks
  • Motor vehicle titles
  • Records from your church or religious affiliation
  • Real estate deeds
  • Installment loans
  • Safe deposit box location, number and key
  • Birth certificate
  • Social Security card or number
  • Stocks and bonds
  • Marriage / divorce records
  • Pension and annuity records
  • Veterans records, including discharge papers
  • Insurance policies
  • Union / company life insurance papers
  • Recent federal and state income tax returns
  • Information on health benefits and insurance