Paperwork and process
What documents should I look for right away?
Short answer
Will, trust, insurance policies, pre-need funeral contract, military discharge papers (DD-214), Social Security card, birth certificate, passport, marriage certificate, deed to property, car titles, financial account statements, and a list of subscriptions or recurring bills.
What this usually means
Will, trust, insurance policies, pre-need funeral contract, military discharge papers (DD-214), Social Security card, birth certificate, passport, marriage certificate, deed to property, car titles, financial account statements, and a list of subscriptions or recurring bills.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county phone numbers for coroner, vital records, and local offices.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.