What You Need to Know About Death Certificates
When a loved one passes, all the paperwork can feel overwhelming. We’re here to help! Here’s what you need to know about obtaining a death certificate.

Why are Death Certificates Important?
You’ll need certified copies of the death certificate to handle important legal and financial matters. These include claiming life insurance, accessing bank accounts or closing them, and handling estate and property matters. You may also need a death certificate to notify Social Security or Veterans Affairs and manage pensions, stocks, and other assets.
Tip: Most families need between 5 and 10 certified copies, though you may need more, depending on the complexity of the estate.

What Do I Do With the Death Certificate?
Here’s a basic list of where you might need to present a certified death certificate:
- Banks / Credit Unions – to close or transfer accounts
- Life Insurance Companies – to file claims
- Social Security Administration
- Mortgage Lenders / Title Offices
- Creditors – to settle debts
- DMV – to update vehicle ownership
- Pension and Retirement Accounts
Some places may accept a copy of the death certificate instead of an original. Make sure not to send your only copy. Request a few extras, just in case!
Frequently Asked Questions
Click on the questions below to reveal each respective answer.
Need help with death certificates or estate paperwork?
We understand that every situation is unique, and navigating legal and financial matters after a loss can feel overwhelming. If you have any doubts, concerns, or simply need someone to talk to, we're here to help.
Call us today - our compassionate team is ready to guide you through every step with clarity and care.



