Track death certificates and the accounts that may need them.
Some organizations need a certified copy, others only need notification or their own form. Start with the institutions that actually apply to the person who died rather than ordering a large number from fear.
There is no single number of certified death certificates that is right for every family. Before ordering extras, ask each relevant organization whether it needs a certified copy, accepts another form, or can verify the death another way.
State vital-record rules, eligibility to order a certificate, fees and document requirements can change. Use the official state source linked below.
Paperwork request tracker
Use this printable list to record what each organization tells you. It is an organizer, not a statement that every item below needs a certificate.
For each organization, write down
Who I spoke to · date · whether notification is enough · whether a certified copy is needed · whether it is returned · what authority they need from the person handling the estate · next step.
Do not send away your only certified copy unless the receiving organization has clearly explained its process. Ask whether it will be returned and whether an electronic or in-person alternative exists.
Last reviewed: September 15, 2026 · Research & safety standards