Settle
Documents
Robert Kowalski Estate
Needs Attention
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△ Death Certificate (certified copies) Low on copiesYou've used 6 copies. Some upcoming tasks require certified copies. Consider ordering more.
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△ Bank Account Closure Letter RequestedStatus: REQUESTED — waiting for responseIf not received by Mar 14, follow up.
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△ Life Insurance Claim Form Not completedStatus: DOWNLOADED — not yet completedNeeded for task: File life insurance claim
Essential Documents
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✓ Death Certificate (certified)Copies: 4 remaining of 10 ordered
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✓ Will — Last Will and TestamentNames Sandra Kowalski as executorUsed by: Probate filing Asset distribution
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✓ Marriage CertificateUsed by: SSA notification Bank account transfer
Financial Documents
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✓ Bank Account ListFirst National (checking), Chase (savings), Fidelity (brokerage)
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✓ Life Insurance Policy — MetLifePolicy #LI-8847291 | Face value: $250,000Beneficiary: Sandra Kowalski
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✓ Credit Card Statements (final)Visa ending 4421: closed ✓Amex ending 7803: closure pending
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✓ Mortgage StatementLender: Wells Fargo | Balance: $142,300Transfer to survivor: pending (Phase 4)
Legal Documents
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✓ Letters TestamentaryIssued by: Cook County Probate CourtUsed by: all financial institution notifications
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✓ EIN Assignment — Estate Tax IDEIN: 84-XXXXXXXUsed by: Estate bank account Tax filings
Correspondence
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✓ SSA Notification — confirmationBenefits stopped effective Jan 31
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✓ First National Bank — account freeze noticeAccount frozen pending executor documentation
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✓ Chase Bank — closure confirmationSavings account closed, funds transferred
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docs-robert-k@settle.app
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Settle will auto-name, categorize, and link it to the relevant task.
What's Still Needed
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□ DD-214 (military discharge papers)Needed for: VA burial benefit claimDon't have it?
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□ Property DeedNeeded for: Home title transfer (Phase 4)Usually available from the county recorder's office.
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□ Vehicle TitleNeeded for: Car title transfer (Phase 4)