If you’re dealing with the loss of a loved one and needing to go through legal documents, we advise that you start with your family attorney or Estate Planner. There will likely be formal documents and processes that need to be respected. This Box is meant to contain information, documents, and other references that will be helpful during your reconciliation process.
Methodical Review:
The first thing you should do in the Legal Documents Box is to methodically review each item as well as any attached files or Info-Cards. We suggest that you take inventory and decide what the priorities should be. For some things, it’s possible that they’re only referential (like a drivers license or other form of certification). For other things, it’s possible that action will be required. If your Will or Estate Plan are listed here, then consider printing those out and scheduling a review session with your legal advisor.