My brother in law was here this evening. He lost his dad back in February of this year. My brother in law was having trouble with some of the life insurance companies and investment firms his dad had polocies/investments with. The funeral director said he could help. What FD did and suggested was, fax the death certificates with a cover letter to these companies and it will say automatically that they received it. My brother in law said he had checks 2-3 days in hand after faxing the paper work. Like the funeral director said if you use conventional mail these company offices are so big that the paper or certificate doesn't get to the correct department. So they say they never received your paper work. The funeral director said he sees this a lot and it's part of his services now after a funeral. The family doesn't have to order as many death certificates then either. I just thought I'd pass this along to everyone on here. Let's hope none of us have to use this procedure any time soon.
- Thread starter John B.
- Start date
kcm.MN
Well-known Member
- Location
- NW Minnesota
When my Dad passed in 2014, I had NO idea what all to be prepared for. He didn't share his personal or financial info with anyone - I don't think even Mom. Anyway, I figured I'd stay on the safe side and order 10 certificates. Still have 9 - maybe even all 10!! Seems all they need is a copy anymore, BUT on "their" terms.
jimg.allentown
Well-known Member
According to the printing on a death certificate, copies or faxes are not legal. Many places will not accept anything but an original certificate. Just been through that several times in the last year or two.
Best friend passed away a couple of years ago. I had to help the widow to get her affairs straightened out. Needed nearly 10 death certificates to get all of the paperwork done.
GF's house partner died suddenly in March of this year. Same deal. Needed stack of death certificates to settle things. Huge PITA.
Best friend passed away a couple of years ago. I had to help the widow to get her affairs straightened out. Needed nearly 10 death certificates to get all of the paperwork done.
GF's house partner died suddenly in March of this year. Same deal. Needed stack of death certificates to settle things. Huge PITA.
I've tried to alleviate some of the PITA by putting all our financial info in (1) data file. Since all of our financial stuff is online now, it's mostly usernames and pw's. Also, our kids are on all our deeds and bank accounts as well, so access is simple. I want to make it easy for those that follow me to handle the estate. Our youngest daughter recently became a licensed funeral director, so she knows all the ins and outs of the process. Our other 2 daughters are attorneys. That means if I need ANY of their services, I'm in trouble. :lol:
Yes, same here. I would show up where possible and most would copy the original themselves and call it good. I could not bring in a copy however.
A few places still kept the original however and I think I used about 6 total. Of course anything through the mail had to be original.
A few places still kept the original however and I think I used about 6 total. Of course anything through the mail had to be original.
SweetFeet
Well-known Member
What we recently did, is list all of our kids on all of our bank accounts as POD's (Pay on Death)... so if we both die, they become the new account holders.
We also listed them on our safe deposit box... but they just won't have a key until we're dead. (No gold or jewels in there anyway - LOL)
We also listed them as contingent beneficiaries on our life insurance policies and retirement accounts - so if BOTH of us are dead, they get it all... split evenly between them.
Now we need to will the farm to them too.
We also listed them on our safe deposit box... but they just won't have a key until we're dead. (No gold or jewels in there anyway - LOL)
We also listed them as contingent beneficiaries on our life insurance policies and retirement accounts - so if BOTH of us are dead, they get it all... split evenly between them.
Now we need to will the farm to them too.
Billy Shafer
Well-known Member
I don't think that will work in all states. When my father died we assumed mom would control every thing. Didn't have allot to begin with. When mom
died we found out there was two estates to settle. Had a lawyer friend of the family handle it. Took almost a year to get everything settled. Best to
check with the laws of your state.
died we found out there was two estates to settle. Had a lawyer friend of the family handle it. Took almost a year to get everything settled. Best to
check with the laws of your state.
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