Quote from: imallie on May 24, 2024, 08:34:41 PMCongrats on the first steps in the name change process! Just started looking at that and it seems like a long road!!!
Just now, I started putting together a checklist to help her manage it:
First, social security, then driver's license, then birth certificate.
Citizenship and immigration documentation, such as a passport or visa.
Voter registration.
Workplace and school records.
Military/veteran records.
Licensing boards and professional associations.
Financial institutions including banks, lenders, credit unions, credit cards, investment companies/brokerages, and retirement or pension accounts.
Credit bureaus.
Legal documentation and accounts for real estate and personal property (vehicles), including deeds, mortgages or lease agreements.
Legal documents including those where listed as an agent, beneficiary, or trustee, such as a Deed, Last Will and Testament, Living Trust or Power of Attorney.
Insurance documents including health, auto, home, renters, umbrella, and life.
Bills, including electric, water, sewer, fuel, internet, phone, cable, memberships, medical, shopping, and subscriptions.
Social media and email accounts.
Health care proxies.
Do any others come to mind? We can post this list on another board where others are more likely to find it.