2007-03-28 09:29:18 · 3 answers · asked by sparkle 1 in Business & Finance ➔ Taxes ➔ United States
ALL of the important ones. I would argue that no transfer should be necessary. The surviving spouse should already have them all.
Now that I've had my 'rant', the surviving spouse should have any deeds to real of personal property and all financial records. The will should always be in the possession of at least 2 relatives. NEVER keep the original in a safe deposit box. The box is supposed to be sealed on death of the owner. If the will is inside, the executor needs authorization from the probate court to open the box.
2007-03-28 11:32:55 · answer #1 · answered by STEVEN F 7 · 0⤊ 0⤋
Will, deeds, insurance policies, paid off loans, asset records, tax returns forever, 3 years cancelled checks and bank records.
2007-03-28 17:10:22 · answer #2 · answered by spicertax 5 · 1⤊ 0⤋
PROOF OF DEATH PAPER.
2007-04-01 13:36:46 · answer #3 · answered by Marcel SJ Rossignol 2 · 0⤊ 0⤋