After a loved one passes away, grief can make it difficult to think clearly, especially if you have never wrapped of the affairs of a decedent before. While there can be a lot to do, knowing what documents to look for is a good place to start, as this can inform you of what may need to be done next.

Here’s What to Look for…

Experienced Pueblo probate attorneys reveal what documents to look for after someone dies. Contact us for help resolving any probate or estate planning matter.

Experienced Pueblo probate attorneys reveal what documents to look for after someone dies. Contact us for help resolving any probate or estate planning matter.

First and foremost, locate the will (if the decedent had one). The will should detail things like the decedent’s funeral and burial plans, and getting these plans made ASAP will be important. Additional documents to track down generally include:

  • Asset-related documents, including deeds, titles, mortgages, stock and bond certificates, bank account/retirement account statements, certificates of deposit, etc.
  • Status-related documents, including divorce papers, nuptial agreements, marriage certificates, birth and death certificates, military records and discharge papers, etc.
  • Insurance-related documents, including health insurance papers, life insurance policies or statements, etc.
  • Business-related documents, including partnership or corporate agreements, bookkeeping records, business tax returns, etc.
  • Tax-related documents, including income tax returns (ideally going back several years), gift tax returns, etc.
  • Debt-related documents, including unpaid bills, bankruptcy filings, etc.
  • Other documents, including safe deposit rental agreement (and safety deposit box keys), trust agreements, leases, etc.

Documents to Locate: Other Important Info

  • If you cannot locate some of the more essential documents you may be looking for, consider contacting the institution associated with that document. For instance, if you can’t find a life insurance policy, contact the insurer for a copy of the policy, as well as info regarding filing a claim.
  • Unscrupulous people/companies may use the death of someone as an “opportunity” to try to charge additional fees or bills. So, if you are the personal representative for an estate, be especially careful to review all unpaid bills for their validity/legitimacy.
  • Retaining an experienced probate and estate planning attorney to help you administer an estate is the best way to ensure that you don’t overlook anything. This is particularly important for people who are the personal representatives for an estate.

Trinidad and Pueblo Probate Attorneys at Gradisar, Trechter, Ripperger & Roth

Do you need help resolving a loved one’s estate and/or getting through probate? If so, the Trinidad and Pueblo probate attorneys at Gradisar, Trechter, Ripperger & Roth are ready to provide you with the highest quality legal services.

Experienced and respected, our Trinidad and Pueblo probate attorneys have been dedicated to helping our clients navigate the complexities of the legal system and to favorably resolving their important legal issues since 1972. With our trusted attorneys on your side, you can be confident that your case and legal matters will be brought to a successful resolution in the most efficient manner possible.

Contact Us

To learn more about our superior legal services and how we can assist you, contact us by calling (719) 556- 8844 or by emailing us using the contact form on this page.

From our offices based in Pueblo, we represent clients in Trinidad, La Jara, Lamar, Walsenburg, Alamosa and throughout the state of Colorado.

Categories: Estate Planning