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Discovering the Accounts Owned by a Deceased Individual: A Comprehensive Guide

Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started! -- Occasionally, after someone dies, the family starts to question what their deceased relative really owned. Sometimes we hear statements from children or other relatives like: "I thought Dad had more CDs at the bank." "I thought Dad had another savings account." "I thought Dad owned stock in some other companies." "I thought Dad had an annuity and a life insurance policy." Well, there is no central registry that you can go to and determine everything that someone owned when they died. But there are both informal and formal ways that you can dig and determine what someone owned on the date of their death. There are a couple of obvious formal ways that you can try and discover additional assets. First, go back and look at the last fe...