Paperwork and process
Where might they have kept important documents?
Short answer
Home safe, file cabinet, bank safe deposit box, email (search for "policy," "insurance," "trust," "will"), their attorney's office, or their accountant's files. Check physical mail and email for annual statements.
What this usually means
Home safe, file cabinet, bank safe deposit box, email (search for "policy," "insurance," "trust," "will"), their attorney's office, or their accountant's files. Check physical mail and email for annual statements.
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.