Once an individual has passed on, the funeral or cremation services will need to be planned at one of the funeral homes in Daytona Beach, FL, and held to lay them to rest. Specific information will need to be obtained because the individual had things in their life that will need to be turned off or canceled, and you will need to acquire certain documents to complete this. There are several items to be aware of, so here is a list to help you get started with the process.
What Are Their Assets?
The first thing that you’re going to need to look at is what kind of assets the individual had, and a few items that you are going to need copies or originals of are:
- Any statements that can include bank accounts, IRAs, brokerage accounts, and annuities
- If the individual carried any insurance policies, you would be required to have the original
- There may be payable on death accounts or beneficiary designations that need documentation
- Original titles for boats or automobiles
- If there’s any real estate, a copy will work in most cases
- Pods or stock certificates will require the original to do the transfer of title
Any Business Matters?
If the individual had a business, here are a few of the documents you will need.
- LLC, partnership, or corporate documents, including any articles of organization, shareholders agreement, partnership agreements.
- If they had specific accounts set up like brokerage, retirement, or bank accounts, you would need at least a few months’ worths of documentation.
- If there were any contracts, the individual had leases, loans, or employment agreements.
- If they had any titles for automobiles or boats, the original copies would be required.
- You will also need copies of the local and state licenses for the business.
Did They Have Contracts?
It could be good to check for any contracts like prenuptial arrangements, personal loans, or leases they may have had for property or automobiles.
What Bills Need to Be Addressed?
You’re going to need copies of specific bills to turn off the service:
- Medical bills
- Credit cards
- Utilities
- Mortgages
- Personal loans
- Real estate taxes
- Storage units
Other Documents
The last document you will need to consider getting copies of is estate planning, such as last will and testaments or revocable living trusts. It’s also recommended to get at least ten copies of the death certificate to present to companies that may request it.
Our Services are Professional and Compassionate
The loss process can be complicated because, as you can see, multiple steps need to be taken besides planning the details of the event. You want to make the process as easy as possible, so when you choose to work with one of the funeral homes in Daytona Beach, FL, you want to company that can help you through the process from start to finish. We are locally owned and understand the pain of loss, so if you have any questions or need to schedule an appointment, contact us today to get started with the process.
