Collect and preserve the deceased’s important documents. This includes, determining if there is a will and locating the original. As soon as possible, order multiple copies of his or her death certificate. Collect all current bills, mortgages and any other documents reflecting debts the deceased may have in his or her name. You will also want to collect any documents that serve as proof of property ownership, for example, vehicle title, act of sale, act of donation or act of transfer. Contact the deceased’s banking institutions and advise them of his or her death and document the bank account information including the current balance, names on the account and the account number, if possible.
Next, schedule an appointment with an attorney and bring the above documents to the meeting.