Helping You
With Every
Step.

Why Do You Need Death Certificates?

From experience, we have determined that you may need certified copies of the death certificate for the following purposes:

Life Insurance (1 for each insurance company, regardless of the number of policies)

Banks (1 for each bank, particularly if the account is in the deceased’s name only)

Stocks (1 per company, if held individually or jointly. If held by a broker, 1 for each broker)

Bonds (1 for each U.S. Saving Bond. Bonds can be re-issued to new co-owners. If you have corporate bonds, you will need 1 per company.)

Real Estate (1 for each county in which property is owned)

IRAs / Individual Retirement Accounts (1 for each financial institution where funds are maintained)

CDs / Certificate of Deposit (1 for each financial institution where funds are maintained)

Pension (1 per pension fund)

Health Insurance (1 if insurance is provided by an employer)

Current / Vacation Pay (1 if the deceased was still actively employed)

401K / 403B / Retirement Plans (1 for each depository)

Federal Income Tax (1)

State Income Tax (1)

Local Income Tax (1)

Probate (If there is to be a probate of the estate, you will need at least 5 certified copies)