I’m Handling My Aunt’s Estate And Have Been Told I Need Certified Copies Of Death Certificates. How Many Should I Get?

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Estate And Trust 9 months 1 Answer 226 views 0

About Charles Woodson

Estate And Trust, Fiduciary Coach Charles Woodson has been preparing taxes for trusts/estates for many years. He identified a need for families who are at a loss of what to do when they lose a loved one. He recognized the families left behind need guidance on what to do and how to do things correctly. As a result his leading nationally recognized expertise as a Fiduciary Coach helps families by instructing them where to start and guiding the family members through the entire process. His services are valuable to the families left behind. Charles has been teaching tax professionals of all levels in a wide array of tax areas such as correct filing for estates and trusts income tax returns. He is also an editor for tax training materials for The Income Tax School and the author for tax workshops for California Society of Tax Consultants.

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  1. Charles Woodson

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    Any property in the estate that has legal registration (real estate, stocks, bonds, vehicles, etc.) must be legally transferred to the new owner (which could be a trust or the estate administrator).  Most entities require a certified copy of a death certificate so the number you need depends on how many of these kinds of assets you have to transfer.  Oftentimes you will need a death certificate just to sell the property.

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