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| > When A Death Occurs > Obtaining the Necessary Documents |
Obtaining The Necessary Documents
A family member or executor in charge of the estate may require some or all of these documents for the estate lawyer.
 • Alberta Health Insurance Card/Number
• Association and Club Memberships and Subscriptions
• Automobile Ownership, Registration and Insurance Policies
• Bank or Credit Institution passbooks
• Bills
• Birth Certificates for deceased and dependents
• Credit Cards
• Funeral Director’s Statement of Death and/or Official Government copy of Death Certificate
• Group Medical Benefit Cards
• Life Insurance Policies
• Loan and Mortgage Documentation
• Marriage Certificate
• Military Discharge papers
• Most recent copy of the Will
• Previous two years Income Tax Returns
• Real Estate and Property Title Deeds
• Recent Pay Stub from Employer
• Recent Contracts entered into
• Record of Benefits through Canada Pension and/or Old Age Security, the Employer or Workers Compensation
• Safety Deposit Box Keys
• Social Insurance Number
• Stocks, Bonds, Certificates, etc.
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