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What paperwork is needed when meeting with lawyer after someone dies?
Wiki User
∙ 14y ago
You should bring a certified copy of the death certificate and also the following:
- Copies of wills or trusts of the decedent
- Copies of deeds to all real property
- Copies of life insurance policies
- Copies of prior gift tax returns, if any
- Copies of trust agreements in which husband and/or wife are a donor or beneficiary.
- If the decedent has applied for public benefits (such as Medicaid or Social Security), you should bring copies of documents relative to the applications
See also the information regarding your visit with the attorney provided at the link below.
Wiki User
∙ 14y ago
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