6 Reasons You Need a Death Certificate During Estate Administration

After your loved one passes away, there are many duties and responsibilities involved with the administration of his or her estate. Carrying out these tasks requires various paperwork and documentation. As the personal representative, you will likely be asked for the death certificate during the estate administration process. It may be a good idea to order multiple copies up front.

6 Scenarios That Could Require a Death Certificate

If you are wondering whether it is worth your time to order copies of your loved one’s death certificate, rest assured that you will need this document for multiple purposes while settling his or her affairs. The following are six such scenarios that you may encounter:

  1. When initiating the probate process with the appropriate court in San Diego, you will need a death certificate in order to prove that your loved one has passed away.
  2. For retirement assets that had valid beneficiary designations, the institution where the account is held will require proof that your loved one passed away before distributing the assets to the beneficiaries.
  3. In order to collect on a life insurance policy, a death certificate must be presented in order to verify the death.
  4. Some institutions may require a death certificate in order to remove the decedent’s name from an account that was jointly held with someone else.
  5. In order to sell real estate, banks, title companies, or other interested parties may request a death certificate to show the owner of the property has passed.
  6. Hospitals, nursing homes, and other medical institutions and entities may request a copy of a death certificate before releasing certain information.

Clearly, it is important to ensure that you have several copies of your loved one’s death certificate on hand when you begin the estate administration process. Obtaining these certificates, however, is not the only item that should be on the top of your to-do list. Our article, “Ten Tasks That Every Executor Should Complete in a California Probate,” provides a helpful list of other items that should be taken care of quickly after the loss of your loved one. We hope that you find these articles helpful, and we encourage you to share them with your friends and family on Facebook if so. A friend or family member may benefit from this useful information.

Scott Grossman

Scott Grossman

Attorney

The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307

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